Central Valley Strategic Wealth Management is a financial services firm dedicated to helping businesses, their owners, employees, and individuals map out and work towards achieving their financial goals.
With more than 160 years of combined industry experience, our professionals offer the experience and sophistication of a large firm with the level of attention and service you would expect from a locally owned team.
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
How much will it cost to pay off a loan over its lifetime?
This calculator can help you determine how soon you can pay off your mortgage.
How much do you need to save each year to meet your long-term financial goals?
