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.
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
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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.
How to help determine life insurance needs to provide for your family after you pass away.
Knowing the rules may help you decide when to start benefits.
Healthy habits are one of the greatest gifts to give your child.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
It may help your business be better prepared in the event of the death of a principal or key employee.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What does your home really cost?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
You’ve made investments your whole life. Work with us to help make the most of them.