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Perennial Pension & Wealth - Roseville, CA

Call Us: (212) 532-3615

 
PERENNIAL PERPETUAL: EVERLASTING.... FOCUSED ON RESULTS. MORE THAN AN INVESTMENT ADVISOR. LEADERSHIP. PRECISION. TRUST.

The Perennial Way 

 

Our experienced professionals have helped many people just like you pursue their financial objectives.

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Life Planning

 

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Business Services

 

Our team approach offers a range of services to provide more benefits to our clients.

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PERENNIAL PENSION & WEALTH - OUR MISSION

 

It is our firm's mission to deliver high-impact financial solutions to the families and businesses that we serve. Our number one priority is to provide customized, creative, solutions to both the common and unique issues and concerns our clients face. We have a deeply rooted passion to make a positive, long-lasting, financial difference in every relationship we have.

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Helpful Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Inflation & Your Money

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

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Saving for College 101

Here’s a crash course on saving for college.

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