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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Here are 4 great, and sometimes unexpected, places to raise a family.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How do the markets usually react to elections? Was the 2016 election any different?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
That big list of dreams and goals isn't the only way to look at your bucket list.
When markets shift, experienced investors stick to their strategy.
What is your plan for health care during retirement?