Since 1976
Dennis J. Goldstrand CLU, ChFC, AEP
2800 W. March Lane, Suite 326
Stockton,
CA
95219-8202
Phone:
- (209) 472-7000
Fax:
- (209) 472-1551
E-mail:
Newsletters
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
-
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
-
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Calculators
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.