Understand, Educate, Advise
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.
Life and Death of a \$20 Bill
How long does a $20 bill last?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work in 2012 to pay federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
What does your home really cost?
Are you ready for retirement? Here are five words you should consider.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are nearly 1,200 ETFs available. Should you invest in them?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Here are five facts about Social Security that might surprise you.