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
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.