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
- E-mail address: brooke.haskins@securitiesamerica.com
Newsletters
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Business Cycle Basics: Recessions Begin and End Before We Know It
This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
Calculators
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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.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.