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Money and our spending behavior

When do you Choose Generics over Name Brands?

Financial Strength of Insurance Companies

The Insurance Forum www.theinsuranceforum.com has recently published their 2012 Annual Newsletter Issue on the Financial Strength of Insurance Companies. This is a resource full of interesting information. The issue covers Life-health and Property-liability companies. The Insurance Forum claims to be independent of any company, industry group, or special interest of any sort.

Salvini Financial Planning welcomes Trevor Shubert as a summer intern for us.

Trevor is a Finance student in the Business Department at Cal Poly, San Luis Obispo. He will be beginning his senior year this Fall. We look forward to a productive and enjoyable summer in our office!

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New Financial Literacy Resources added to our Website

After the first-ever White House Summit on Financial Literacy, the White House launched a Commitment to Promote Financial Empowerment, and a subsequent new website called “Money As You Grow” This new website highlights 20 money lessons for chil

PFP State Commitee Members Meet in Napa, CA

This was a photo from a recent gathering of PFP’s from our State Commitee within CalCPA.

For business owners with company 401K Plans

Yesterday the Department of Labor issued helpful guidance on the new fee disclosure requirements set to start this summer.  I’m sure your Third Party Administrator will be handling this for you but as Trustee and Fiduciary of your company plan this is worth a quick review  http://www.dol.gov/ebsa/pdf/fab2012-2.pdf.

How Much?

Are you wondering how much you can withdraw every month from you portfolio? How much you will save by paying an additional $200 per month on your mortgage? How much you will have in a Roth IRA verses a Traditional IRA after 5 years?

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