Our newsletter is now available for your reading/learning pleasure! This month’s topics include: How Much Risk Can You Take?, Key Retirement and Tax Numbers for 2018?; Don’t Delay: The Potential Benefits of Starting to Save Now; What Can I do to Crack Down on Robo Calls?; How Can I Protect Myself From Digital Deception?

Click on the link to enjoy: January 2018 Newsletter.

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BBQ Shred-It Event: Sunday, Sept 16, 2018

Our Shred-It Event will be held on Sunday, Sept 16, 2018 from 12:00 PM to 4:00 PM in front of our San Leandro Office.  We look forward to seeing you and your family there.