A Life Well Spent

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San Jose, CA 95117

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Crisis Relief: Financial Lifelines for Affected Workers

Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
Five Investment Tasks to Tackle by Year-End

2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
Gift vs. Inheritance: Consider the Tax Difference

When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Will vs. Trust: Know the Difference

Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Lease Payment

How much would your monthly lease payment be?
Car Affordability

How much can you afford to pay for a car?

Last Closing Prices

Latest Available Stock Quotes
Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Nasdaq 100	13,282.95	+2.89%

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