Trusted Advisor to Successful
Business Owners and Families
Since 1976
Goldstrand Planning Group
2800 W. March Lane, Suite 326
Stockton,
CA
95219-8202
Phone:
- (209) 472-7000
- Toll Free: (800) 507-9911
Fax:
- (209) 472-1551
E-mail:
Newsletters
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Six Steps to Starting a New Business
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
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HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
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Building Financial Resilience
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
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Sectors: Overweight, Underweight, or Just Right?
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.