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Featured Articles

We strive to keep our clients informed of economic or legislative issues that may effect their financial situation. To assist your decision-making, we have provided articles on timely issues. Please check back for future additions.

The articles are available in HTML and .PDF versions. If you would prefer to receive a printed version of one of these articles or to set up an appointment to discuss your personal financial situation, please email us at: glau@pacwestfn.com or call us toll-free at 888-997-8882.


 
Education Planning » 529 Plans:  2004 Numbers [html] [pdf]

» 529 Plans:  Direct-Sold State Savings Plans [html] [pdf]
 
Estate Planning » Probate [html] [pdf]
 
Retirement Planning » Key 2005 Medicare Figures [html] [pdf]

» Annuities [html] [pdf]

» Choosing a Continuing Care Retirement Community [html] [pdf]

» Building a Retirement Plan for Your Business [html] [pdf]

» Retirement Plan and IRA Figures At-a-Glance [html] [pdf]

» Retirement Plans for Small Businesses [html] [pdf]

» Solo 401K [html] [pdf]

» Solo 401K Illustration [html] [pdf]

» Electing Early Social Security Retirement Benefits [html] [pdf]
 
Tax Planning » Year-End Tax Planning [html] [pdf]

» Working Families Tax Relief Act of 2004 [html] [pdf]

» Jobs and Growth Tax Relief Reconciliation Act of 2003:  Highlights [html] [pdf]

 

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