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
-
Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
-
Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
-
Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?