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1501 N. Broadway
Suite 210
Walnut Creek, CA 94596

925-254-0980

 
When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A

Understanding Today's Financial Environment

Welcome to our site, we're glad you found us.  We're Laurus Financial Group, an independent fee based financial services firm located in Walnut Creek, CA. We understand that individuals face unique challenges as they prepare for retirement and can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

Both Hays Englehart and Craig Weinstein 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 (925) 254-0980.




Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Rightsizing for Retirement

What does your home really cost?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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