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:

slspurg@pacbell.net

Home of the DIAMOND FORMULA

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.

Newsletters

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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More Newsletters

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators