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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.

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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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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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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HOT TOPIC: Data for Sale - Tips to Help Protect Your Private Information

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Disability Income Insurance

How much Disability Income Insurance do you need?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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