The Alameda Financial Group

Newsletters

Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Debt After Death: What Happens to Debt When Someone Dies?

This article provides an overview of how debts are settled after the death of a loved one.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.