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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!

YOUR GUIDE TO MEDICARE PLANNING

Did you know that the total projected lifetime health care costs (excluding long-term care) for the average 65-year-old couple retiring this year are expected to be $295,000 in today’s dollars? This figure highlights how important it is for you to start planning to manage your health care expenses in retirement.

LAST-MINUTE CHARITABLE GIVING OPPORTUNITIES

December is the “giving season,” when many people consider using their wealth to help others. Because of the urgent need for generosity presented by the COVID-19 pandemic, you may be looking for ways to stretch your charitable donations. As always, the use of tax-efficient giving strategies can help them go further.

ARE YOU AN INTELLIGENT INVESTOR?

Despite what you might think, being an intelligent investor is not about your IQ. Rather, it’s learning how to harness emotions and think for yourself. Let’s explore how to do just that, by leaning on Benjamin Graham’s advice.