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ESTATE PLANNING FOR LGBTQ+ MARRIED COUPLES

After the historic Obergefell decision, it’s important for LGBTQ+ couples to comprehensively review their estate plan.

UNSURE WHEN TO CLAIM SOCIAL SECURITY? TIMING HAS ITS BENEFITS

When it comes to the amount of your social security benefits, you have a choice in the matter.

DOES YOUR CREDIT NEED REPAIRING?

After a tumultuous financial year, follow these suggestions to get your credit in tip-top shape.

TO KEEP OR NOT TO KEEP: A GUIDE TO COMMON RECORDS-RETENTION QUESTIONS

If you’re wondering whether to hold onto some common financial documents, follow these record-keeping rules of thumb.

TERRY & JODY GIVENS ARE COMING TO THE RESCUE!

Terry and Jody Givens have been going to the cabin in the Sierras for over 47 years, but when their friends gave them the opportunity to purchase the property in 2013, they knew it was something they had to do.

A STARTER GUIDE TO SELLING YOUR HOUSE

If you’re getting ready to sell your home, know the steps you need to take before finalizing the deal.

INVESTMENTNEWS 2021 BEST PLACES TO WORK FOR FINANCIAL ADVISORS

Viewpoint Financial Network has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews today!

TAX SEASON SCAM ALERT

With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring that relevant tax deadlines are met. But in all the hustle and bustle, taxpayers also need to keep an eye on the risks, especially tax season scams. Each year, scammers get more savvy with strategies they use to gain access to other people’s personal information and money.

BENJAMIN WONG HONORED IN FORBES' BEST-IN-STATE WEALTH ADVISORS LIST FOR 2021

Viewpoint Financial Network, a provider of financial services in Pleasanton, CA, announced that Benjamin Wong, CFP®, AIF® has been named to Forbes list of Best-In-State Wealth Advisors for 2021. The list is published on www.forbes.com.

VIEWPOINT FINANCIAL NETWORK IS NOW IN LOS ANGELES!

We are excited to announce our new office in Woodland Hills and the addition of Viewpoint Financial Advisors into the Viewpoint Financial Network!