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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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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Is the Medicare Donut Hole Really Closed?
This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
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Corporate Debt: Are Juicier Yields Worth the Extra Risk?
This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Lease Payment
How much would your monthly lease payment be?