The Alameda Financial Group

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Traditional or Roth Contributions? Think It Through for Future You

When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.
Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

A convertible bond is a regular corporate bond that comes with a special added feature: the investor has the right to convert it into shares of that company’s common stock.
Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
Key Retirement and Tax Numbers for 2025

This article outlines some important IRS cost-of-living adjustments for 2025.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Disability Income Insurance

How much Disability Income Insurance do you need?
LTCI Cost of Waiting

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.