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.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
It's important to understand the pros and cons when considering a prepaid debit card.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This worksheet can help you estimate the costs of a four-year college program.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
Are Real Estate Investment Trusts right for your portfolio?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are three things to consider before dipping into retirement savings to pay for college.