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Financial Services


End-of-the-Year Money Moves ~ From Sabrina Julian

Posted by: thepinetree on 12/18/2013 02:04 PM
Angels Camp, CA....What has changed for you in 2013? Did you start a new job - or leave a job behind? Did you retire? Did you start a family? If some notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and the next one begins. Even if your 2013 has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can plan to save some taxes and/or build a little more wealth...

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It Isn't Too Late to Save for Retirement If you're 40 or 50 and haven't begun, you must make the effort. Provided by Sabrina Julian

Posted by: thepinetree on 11/27/2013 06:57 AM
Angels Camp, CA...Some people start saving for retirement at 20, 25, or 30. Others start later, and while their accumulated assets will have fewer years of compounding to benefit from, that shouldn't discourage them to the point of doing nothing. If you need to play catch-up, here are some retirement savings principles to keep in mind. First of all, keep a positive outlook. Believe in the validity of your effort. Know that you are doing something good for yourself and your future, and keep at it....

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The Good As Gold Law Firm of Jenna Maack and Susan J. Hibbs is Ready To Serve

Posted by: thepinetree on 11/23/2013 08:58 AM
San Andreas, CA...The Good As Gold Law Firm in San Andreas is the home of Attorneys Jenna Maack and Susan J. Hibbs. Wills & Trusts, Probate, Conservatorships/Guardianships, V.A. Law & Family Law & Bankruptcy are just some of the areas where they can be of service. Their office is conviently located on Mountain Ranch Road in San Andreas. Give them a call at (209) 754-5291 and it is great to see additional professional services and being offered here in the county...

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Linton Consulting Is Ready To Serve

Posted by: thepinetree on 11/19/2013 09:09 AM
Mountain Ranch, CA...Are you a business owner and wish you had a clearer vision and plan for the future, better control of your finances, or simply a fix for those nagging problems that impede productivity? Linton Consulting understands the unique challenges that business owners face, we offer services that address operational issues, inventory management, personnel and sales training. We offer a friendly, personal approach to evaluate your business and offer individualized strategies and action plans that can help you achieve your goals. You’ll have professional, hands-on assistance that could make the difference for your business success in the coming year!

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Investment Solutions At Stevenson Wealth Management Wine Social

Posted by: thepinetree on 10/21/2013 06:38 PM
Copperopolis, CA...Last Wednesday evening we had the chance to stop by Copperopolis Town Square and the offices of Stevenson Wealth Management. They were holding one of their "Wine Socials" they have for clients to meed and talk about investing strategies and portfolio management. At this meeting they had representatives from a firm in San Diego who specializes in minimizing risk while returning better than market average returns.

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Calaveras County Real Estate Market Continues to Rebound

Posted by: thepinetree on 10/18/2013 12:38 PM
Calaveras, CA...The average value of homes in Calaveras County continued to increase during the 3rd quarter of this year. According to sales data the Calaveras County Association Realtors (CCAR) reports the stabilizing of our local real estate market values continued to improve by 4.48% this past 3 months. CCAR Administrative Executive, Valerie Moon said the median sell price of a Calaveras County residential property this time last year was $165,000. This year that number has hit $210,000 so far...

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The Malfunctioning U.S. Government ~ From Sabrina Julian Investment Services

Posted by: thepinetree on 10/09/2013 11:31 PM
Angels Camp, CA...The U.S. government is in a shutdown. According to "Google," a shutdown is "a closure of a factory or system, typically a temporary closure due to a malfunction or for maintenance." Based on this definition, when we look at what has transpired in Washington, it's clear that there's a malfunction in the government. The two primary political parties are involved in another fiscal fist fight over federal spending, the debt ceiling and, indirectly, The Affordable Care Act (also referred to as ObamaCare). Beginning on October 1st, for the eighteenth time since 1976, Congress's inability to pass a budget and fund government operations has resulted in the shutdown of non-essential government operations. Despite fairly lame overtures by both parties to come to some type of agreement, the primary issue at hand is ObamaCare. The Republicans wish to delay, alter or repeal President Obama's hallmark initiative, while Democrats have asked for budget talks to continue without strings attached...

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Your Annual Financial To-Do List Things you can do before & for 2014. ~ Provided by Sabrina Julian

Posted by: John_Hamilton on 10/03/2013 01:47 PM
Angels Camp, CA...What financial, business or life priorities do you need to address for 2014? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end financial moves may prove crucial to the pursuit of those goals as well.

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Things to Consider With and Inherited IRA ~ Presented by Sabrina Julian

Posted by: John_Hamilton on 08/30/2013 09:48 PM
Angels Camp, CA...Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting the inherited IRA. Ignorance could lead you straight toward a tax disaster...

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Mayle Johnson Has Joined Wells Fargo

Posted by: John_Hamilton on 08/29/2013 11:13 PM
Calaveras County, CA..Mayle Johnson has joined the top-notch team of local Wells Fargo Home Mortgage professionals. Whether you're a first-time homebuyer, a seasoned homeowner or a savvy real estate investor, I'll work with you, from applicaiton to closing and beyond, helping you make informed home financing decisions.

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