The Alameda Financial Group

Newsletters

QLACs: Your Retirement Accounts Can Act Like Pensions

With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

Credit Card Debt

How Long Will It Take to Pay my Balance?
Life Insurance

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

How much do you need to save each year to meet your long-term financial goals?
Retirement Portfolio Lifespan

How Long Will Your Funds Last?