Welcome to the Roseville Branch
Thank you for taking the time to visit our website. We encourage you to explore the site and learn more about our people, our firm, and our services.
ROSEVILLE BRANCH
Steven W. Stahlberg --- Direct: (916) 581-7546
2901 Douglas Blvd., Suite 255
Roseville,
CA
95661
Phone:
- Toll Free: (866) 844-8609 | Main: (916) 581-7540Direct: (916) 581-7546 -- Steven W. StahlbergDirect: (916) 581-7552 -- Rainbow BrooksDirect: (916) 581-7545 -- Kathy Slaughter
CA license #0763476
Newsletters
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Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?