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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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Lease Payment
How much would your monthly lease payment be?