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Dennis Loo & Associates is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized strategies seek to grow and conserve your wealth by delivering a professional level of personalized service.
We encourage you to explore our site where you’ll find a wealth of information in the form of articles, calculators and market reports. This website will help you gain a better understanding of financial concepts and strategies and learn more about the services we provide. Most important, we hope you will see the value of working with skilled professionals to pursue your financial goals. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 925-962-0433. We look forward to hearing from you.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
A look inside the U.S. government's statistics on household net worth.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Healthy habits are one of the greatest gifts to give your child.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Have you explored all your options when it comes to managing your taxable income?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What is your plan for health care during retirement?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
Investors seeking world investments can choose between global and international funds. What's the difference?