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HELPING YOU PLAN YOUR FINANCIAL FUTURE
3160 Castro Valley Blvd.
Castro Valley,
CA 94546
Phone: 510-728-3578
FAX: 510-728-3579
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INVESTMENT PLANNING AND INVESTMENT MANAGEMENT
PRE-DIVORCE FINANCIAL CONSULTING SERVICES
Natalie Leininger is also separately registered as an Investment
Adviser Representative under Sterling Financial Services,
Inc., a Registered Investment Adviser, offering advisory services
in the state of California. As such, these services are
strictly intended for individuals residing in California.
Licensed by the California Department of Insurance #0778102.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer "BD", investment adviser"IA", a BD agent
or IA Representative may only transact business in a state
if first registered in that state, or is excluded or exempt
from registration in that state as a broker-dealer, invesment
adviser, BD agent or IA Representative, as appropriate. Follow-up,
individualized responses to persons in a state by such a firm
or individual that involve either affecting or attempting
to affect transactions in securities, or the rendering or
personalized investment advice for compensation will not be
made without first complying with appropriate registration
requirements, or a applicable exemption or exclusion.
For information concerning the licensing status or disciplinary
history of a broker-dealer, investment advisor, BD agent,
or IA rep, a consumer should contact his or her state securities
law administrator.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
More Calculators>>>
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Protection from a Range of Liability Claims
It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.
Rising Popularity of Roth IRA as Retirement Vehicle
Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.
Tracking the Rise of Target-Date Funds
Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.
Dispelling Umbrella Insurance Myths
Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.
More Newsletters>>>
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February 07, 2012 @ 01:46 PM
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