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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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
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Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
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Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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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.