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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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Five strategies for managing your student debt.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Being healthy not only makes you feel good, it may also help you financially.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Are Real Estate Investment Trusts right for your portfolio?
Agent Jane Bond is on the case, covering how bond laddering works.
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.
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.