The Facts About Income Tax Estate Management 101 Should You Tap Retirement Savings to Fund College?

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Giordano Wealth Management Group

Welcome to Giordano Wealth Management Group. We are a full service investment firm located in Los Gatos, CA, serving the surrounding communities of Saratoga, Campbell, San Jose, and the San Francisco Bay Area.  We are dedicated to enriching the lives of the families we serve from one generation to the next. Our financial advisors take the time to thoroughly understand your unique circumstances, goals and wealth management philosophy, providing professional service that helps to ensure your best interests remain at the forefront in all decisions made and actions taken.

Our experienced and knowledgeable team earns your confidence by listening to you, responding to your needs, communicating opportunities and guiding you and your family members along the path toward financial prosperity.

With a focus on family and community, Giordano Wealth Management Group strives to build relationships based on mutual trust and understanding to help ensure that our neighbors and friends can pursue their financial goals with confidence.

We invite you to explore our website and see just what the Giordano Wealth Management Group is all about.

 

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In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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Password Protection Strategies

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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This calculator helps estimate your federal estate tax liability.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Ready for Retirement?

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