Home of the DIAMOND FORMULA
Before proceeding further, please be advised that at present Steven L. Spurgeon, Registered Investment Advisor with SFGI 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
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Savings Accumulation
Estimate the future value of your current savings.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.