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La Mesa, CA 91942

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Christine Dellacato

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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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Helpful Content

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

9 Facts About Social Security

There are things about Social Security that might surprise you.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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