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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
These food myths will really put a drain on your wallet.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
A special needs trust helps care for a special needs child when you’re gone.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.