The Alameda Financial Group

Newsletters

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Investing with Market Cap in Mind

Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Car Affordability

How much can you afford to pay for a car?