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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A letter of instruction provides additional and more personal information regarding your estate.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Here are five facts about Social Security that are important to keep in mind.
The item most homeowners forget on their home improvement project checklist is insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
When markets shift, experienced investors stick to their strategy.
It’s never a bad time to speak with your financial advisor about changes in your situation.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How will you weather the ups and downs of the business cycle?
Do you know these three personal finance sayings?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.