Social Security: By the Numbers To Buy or Not to Buy Rightsizing for Retirement Events on Wall Street

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.

dexter.loo@lpl.com

dennis.loo@lpl.com

 

Helpful Content

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

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

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

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

View all presentations arrow

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

View all videos arrow