Understanding Today’s Financial Environment
Welcome, I’m John Banuelos, a financial professional in Fresno, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (559) 252-1474.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The federal government requires deceased individuals to file a final income tax return.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
Take a look at this 2017 Market Recap.
What is your plan for health care during retirement?
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.