Articles By Edmond Brown

Edmond G. Brown (not the governor) has served as a trusted counselor to individuals, families and businesses for over 20 years in the greater San Francisco Bay Area. He understands that personalized, detail oriented service is essential to helping you achieve financial security.
May 3, 2024

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One of the most popular options available when planning for retirement is the Roth individual retirement account (IRA). This type of account allows individuals to contribute after-tax money, with the promise of. . .

May 3, 2024

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As you transition into retirement, your financial responsibilities and priorities change significantly. The question of whether you still need life insurance or if it’s too late to get it becomes. . .

May 3, 2024

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Picture your dream retirement. Maybe it’s filled with languid beach days or thrilling adventures in far-flung countries. But even the most blissful retirement scenarios need a solid financial foundation. So,. . .

May 3, 2024

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We’ve all heard the familiar refrain: “Set financial goals for the new year!” However, as we find ourselves firmly planted in 2024, it’s time to take a different approach. Instead. . .

May 3, 2024

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Before deciding on long-term care insurance for your parent, delve into the key aspects. This type of insurance bridges the gap for care expenses not covered by health insurance, Medicare,. . .

May 3, 2024

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Note: Social Security has benefits for everyone, it is important you find the right expert, can the social security office or see them in person.  Your age and contributions will. . .

May 3, 2024

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A Guide for Retirees Retirement is often portrayed as a golden period of rest and relaxation, but achieving this dream requires diligent planning and wise financial choices. With concerning statistics. . .

May 3, 2024

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Annuities are financial products that offer a steady income stream, often used as a retirement planning tool. They may provide a dependable financial cushion, allowing you to enjoy a secure. . .

May 3, 2024

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Your Money Safe Isn’t Your “Safe Money” Ever looked at that antique safe in your basement, smiled, and thought, “That’s my safe money”? I hate to break it to you,. . .

May 3, 2024

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Retirement signals a transition from the working years of financial growth to a period of planned financial security. In this new phase, adjusting your investment strategy to safeguard your accumulated. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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