Find the answer to your financial needs and IRA planning with insurance policies and investmentservices from our company inDixon, California. Ask us about building your family's financial future with mutual funds, stocks and bonds. Let us help you prepare for your children's' future by setting up a College Savings plan. We'll also help you set up an investment for your retirement with IRA, Roth IRA, TSA, 401-K Plans and Pension Plans.
We are your one stop for all of your financial and insurance needs. The time to set up an investment in your family's future is now. Build your family's financial futurewith investment services from Dixon Financial & Insurance Services.
We are your one stop for all of your financial and insurance needs. The time to set up an investment in your family's future is now. Build your family's financial futurewith investment services from Dixon Financial & Insurance Services.
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You as a parent set up a college savings plan for your three year old with an initial contribution of $5,000.
Assuming a 6% hypothetical annual rate of return without taxes and before fees and expenses, after 16 years, you could expect to see the account grow to $12,962.
Now consider the same situation but parents contribute $200 per month through an automatic investment plan.
The childs two sets of grandparents contribute $150 each birthday and $150 each holiday season.
Finally, the child's aunt and uncle commit to giving $125 each year for their birthday.
Assuming a 6% hypothetical annual rate of return without taxes and before fees and expenses, after 16 years, you could expect to see the account grow to $12,962.
Now consider the same situation but parents contribute $200 per month through an automatic investment plan.
The childs two sets of grandparents contribute $150 each birthday and $150 each holiday season.
Finally, the child's aunt and uncle commit to giving $125 each year for their birthday.
We address the critical insurance issues facing business owners and risk managers - from small businesses to large companies with hundreds of employees.
Today's changing business climate requires that commercial insurance offer protection beyond the basic coverages traditionally purchased to protect assets.
We evaluate your risks, and with you develop a comprehensive coverage plan.
As your business grows, we make sure your coverage grows with you.
Property Coverages - Insurance that indemnifies the owner or user of property for its loss, or the loss of its income-producing ability, when the loss or damage is caused by a covered peril, such as fire or explosion.
Today's changing business climate requires that commercial insurance offer protection beyond the basic coverages traditionally purchased to protect assets.
We evaluate your risks, and with you develop a comprehensive coverage plan.
As your business grows, we make sure your coverage grows with you.
Property Coverages - Insurance that indemnifies the owner or user of property for its loss, or the loss of its income-producing ability, when the loss or damage is caused by a covered peril, such as fire or explosion.
Mutual funds are a great way to invest in your future.
Whether you are planning for retirement, putting your kids through school, or just saving to purchase a home, go on a vacation, or some other future need, mutual funds offer a lower cost, well diversified way of achieving your goals.
Mutual funds are basically a group of investors "pooling" their money together to purchase securities, such as stock, bonds, money market instruments, and others.
Mutual funds are very marketable, not to be confused with liquid, in that shares may be purchased or redeemed on a continuous basis.
Whether you are planning for retirement, putting your kids through school, or just saving to purchase a home, go on a vacation, or some other future need, mutual funds offer a lower cost, well diversified way of achieving your goals.
Mutual funds are basically a group of investors "pooling" their money together to purchase securities, such as stock, bonds, money market instruments, and others.
Mutual funds are very marketable, not to be confused with liquid, in that shares may be purchased or redeemed on a continuous basis.
Whatever your age, the best time to start investing for retirement is now.
Here are some steps to help you and your financial advisor build a strategy to match your unique retirement needs.
Let's say Diane wants to have a $500,000 nest egg when she retires at age 65.
The chart below shows a hypothetical example of how procrastinating about saving can make Diane's goal harder to achieve.
Notice that the amount she would need to save each month to reach that goal grows substantially as she puts off getting started.
Here are some steps to help you and your financial advisor build a strategy to match your unique retirement needs.
Let's say Diane wants to have a $500,000 nest egg when she retires at age 65.
The chart below shows a hypothetical example of how procrastinating about saving can make Diane's goal harder to achieve.
Notice that the amount she would need to save each month to reach that goal grows substantially as she puts off getting started.
When it comes to tax planning, everybody's situation is so different that it is difficult to find a topic to write about that would apply to most people.
So, I decided to provide some information to you that was sent to me via IRS newsletter that you may find helpful.
The Internal Revenue Service receives thousands of reports each year from taxpayers who receive suspicious emails, phone calls, faxes or notices claiming to be from the IRS.
Many of these scams fraudulently use the IRS name or logo as a lure to make the communication appear more authentic and enticing.
So, I decided to provide some information to you that was sent to me via IRS newsletter that you may find helpful.
The Internal Revenue Service receives thousands of reports each year from taxpayers who receive suspicious emails, phone calls, faxes or notices claiming to be from the IRS.
Many of these scams fraudulently use the IRS name or logo as a lure to make the communication appear more authentic and enticing.
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