A Caring and Careful Approach to your Financial Security
CLIENT ACCOUNT ACCESS AND OTHER LINKS OF INTEREST
Brooke W. Haskins, CFP®
1500 41st Avenue, Suite 260B
Capitola,
CA
95010
Phone:
- 408-395-3300
Fax:
- 408-395-3300
Newsletters
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Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
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HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
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A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
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How to Correct an Error on Your Credit Report
Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.