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Spurgeon Financial Group

7825 N. Pershing Avenue
Stockton, CA 95207-1749

Phone:

209-474-8134 / 800-875-8134 / Cell 209-601-5467

Fax:

209-474-1408

E-mail:

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slspurg@pacbell.net

Home of the DIAMOND FORMULA

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Before proceeding further, please be advised that at present Steven L. Spurgeon, Registered Investment Advisor with SFG is licensed to discuss and/or offer financial services and or investments products. Insurance products offered to residents of California under CA. Ins. Lic.#0538297.

Whats in Your 401k?

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Car Affordability

How much can you afford to pay for a car?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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