Sierra Pacific Financial Advisors, LLC

You can help ensure that losing your wallet doesn't turn into something bigger.

What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

Inflation & Your Money It's important to understand how inflation is reported and how it can affect investments.

The Ohlone Humane Society does such great and important work, especially in the Foster Kitten Program! Very glad to be able to help. 👏

OHS is grateful for our new partner and donor to our OHS Foster Kitten Program, Sierra Pacific Financial Advisors, LLC, of Pleasanton/Cupertino/Oakland, an independent SEC-registered RIA providing Comprehensive Financial Planning, Personalized Investment Management, and Corporate Retirement Planning. As a local member of NAPFA, they are fee-only fiduciaries serving professionals with stock compensation, pre/post retirees and small business owners. https://www.sierrapfa.com/
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Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.

The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

The A, B, C, & D of Medicare Learn about all the parts of Medicare with this informative and enjoyable article.

Have a kid heading off to college? Here are a few tips.

A Cheat Sheet for Sending Your Kid to College Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Why are they made again and again? This piece helps make sense of these errors in judgement.

Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgement.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

How Boomers and Millennials Differ The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

You've allocated your assets; you just may not realize it yet.

Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

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What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.

College, kids and costs.

Getting a Head Start on College Savings A few strategies that may help you prepare for the cost of higher education.

Are dividends a key component when evaluating investment opportunities? Learn more.

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Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Paying Off a Credit Card Enter various payment options and determine how long it may take to pay off a credit card.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

Where will your retirement income come from? Do you know all the choices available?

Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible.

Consider preparing for 30 years in retirement. Are your assets ready?

Potential Income from an IRA Estimate your monthly and annual income from various IRA types.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.

Valuation is important for business succession, estate taxes and even qualifying for a loan.

What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.

What do you need to know when the market experiences volatility?

Pullbacks, Corrections, and Bear Markets When the market experiences volatility, it may be a good time to review these common terms.

[Video] Agent Jane Bond wants you to know about the basics of the .

Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA.

may be important in growing your company, but it may introduce liability. Is your company protected?

Social Media: #NewestBusinessLiabilityRisk Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Here are eight mistakes to avoid when .

Eight Mistakes That Can Upend Your Retirement There are common mistakes you can avoid when saving for retirement.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

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