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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
There are ways to improve your physical fitness without denting your fiscal fitness.
The uncertainties we face in retirement can erode our sense of confidence.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Here's a breakdown of how the federal government spends your tax money.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
What if instead of buying that home, you invested that money?
There are things you can do to keep yourself safe when you lose your wallet.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Even low inflation rates can pose a threat to investment returns.
What are your options for investing in emerging markets?
Pundits say a lot of things about the markets. Let's see if you can keep up.