Strategic Financial Services Strategies for Financial Success

315 Arden Ave., Suite 14 CA
Email:   pam@stratfinsrv.com
cindy@stratfinsrv.com
315 Arden Ave., Suite 14, Glendale, CA 91203
Ph. 818-244-6986 Fax 818-244-6987

INDIVIDUALS: Our mission is to help people develop a strategic, in-depth plan that can help them with the financial issues that affect their lives. Whether planning for education, future retirement, or the unique needs of retirees, we create a personalized plan for each client. Using that blueprint, we help our clients build an investment strategy based on their financial goals.

EMPLOYERS AND ORGANIZATIONS: We also offer a variety of financial education programs. Financial education has become a desirable benefit that employers and organizations can provide for their employees and members. These low cost, high impact programs, conducted at the worksite, help participants improve their fiscal well being and prepare for the future.
CalculatorsNewsletters
 

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.

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The Dynamics That Can Drive Inflation
High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Tips for Surviving the Estate Tax
The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Giving the Gift of Knowledge
A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?
This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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Market Watch
  February 06, 2012 @ 11:19 AM

Nasdaq Composite 2,895.88 - 9.78
S&P 500 1,341.11 - 3.79
10 Year Treasury Note 1.92 - 0.03


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