July 9, 2018

T.D. Ameritrade Institutional Elite LINC

Mark Shone meeting with the legendery Mike “Coach K” Krzyzewski at the recent #TDAMERITRADE #ELITELINC conference! “Where you’ve gone is not as important as we’re you’re going”. Advice from Coach K himself!    
April 23, 2018

6 Factors that Affect the Price of Gas

If you are like most Americans, then you keep a close eye on the prices at the pump as we approach road trip weather. Tesla owners need not apply! Ever wonder what trends affect the price of gas? It obviously all starts with oil. Oil is a very versatile commodity […]
March 23, 2018

The Warriors and Your Retirement

The success of the Golden State Warriors has vaulted their club into the lead over the past few years as far as Bay Area sports coverage goes. Whether you like them or not, it’s hard to deny that they are one of the greatest (and most exciting to watch) teams […]
July 24, 2017

Long-Term Care and Medicare Services Available to You as a Benefit of Being Our Client

It’s challenging to find an objective resource when it comes to healthcare issues, particularly in the areas of Medicare and long-term care. As some of you may know, we have retained the services of Allen and Eileen Hamm of Superior LTC to assist our clients in these areas. Allen has […]
July 24, 2017

Trending Technology

Social Security(SS)Analyzer enables clients to optimize Social Security claiming strategies. Primarily, it assists clients in making informed decisions about what age to claim Social Security benefits to maximize lifetime benefits. It also allows clients to understand how to best coordinate individual benefits with spousal benefits, computes break-even analysis for delayed claiming […]