Stephen J. Meuris
Phone:
- 415-592-8497
E-mail:
RiskAlyze
Investment Management
In my opinion investing is often represented or presented as needlessly complex....
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Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
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Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
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Can You Put the Brakes on Rising Auto Insurance Premiums?
Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Savings Accumulation
Estimate the future value of your current savings.