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
-
HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
-
How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
-
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?