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.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
February 2018 Top Five
2018 could be shaping up to be an interesting year.
Five creative (and inexpensive) ideas for motivating your employees.
Do you have an estate strategy? You should.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This checklist can give you a quick snapshot of how prepared you are.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
How do the markets usually react to elections? Was the 2016 election any different?