A Life Well Spent
4030 Moorpark Avenue, Suite 115
San Jose,
CA
95117
Phone:
- 408-244-2448
Fax:
- 408-716-2823
Newsletters
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Qualified Longevity Annuity Contracts (QLACs)
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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What Medicare Won’t Cover
See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
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Life Insurance with Long-Term Care Benefits
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
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HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
Calculators
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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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Car Affordability
How much can you afford to pay for a car?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,827.64 | +0.21% |
| Nasdaq 100 | 7,940.33 | +0.91% |
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All quotes are in US Eastern Time (EST).
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