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  Chula VistaFinancial Advisors.com  
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November 20, 2008  
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Financial Advisor Terms


  > Futures
Contracts that require delivery of a commodity of specified quality and quantity, at a specified price, on a specified future date.
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  > Adequate warning
If an employee is being punished for violating any kind of company rule, an adequate warning must have preceeded, either through the employee handbook or a signature that states that the employee was made aware of that particular rule.
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  > Securities
Paper certificates (definitive securities) or electronic records (book-entry securities) evidencing ownership of equity (stocks) or debt obligations (bonds).
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   Welcome to Chula Vista Financial Advisors. com

Mapping out your financial future in Chula Vista can be a tremendous task. There is much to consider regarding budgeting, investing, saving and retiring. For many in Chula Vista, the mere thought of these tasks is overwhelming. At age 50: 75% of the population has less than $5,000 in the bank for retirement. At age 65: 45% of Americans depend on relatives, 30% depend on charities, 23% are still working (usually until they are physically incapable), and only 2% are self-sustaining.

 
Internal Revenue Gross Collection, by St    
 
 
Includes tax payments made to banks under the Federal Tax Deposit system that had not been classified by State as of the end of the fiscal year because they had not yet been applied to taxpayer Also includes credits allowable on income tax returns for certain gasoline, diesel fuel,and special motor fuel tax payments and for excess payments under the Federal Insurance Contributions Act in California
Total Internal Estate tax 3,639,410
Gift tax 353,295
Excise taxes 3,043,510

Source: Tax policy center org
 

Our Chula Vista Financial Advisors can help you prepare your financial future. Perhaps there is a goal that you would like to reach by age 40, 50 or 65. Our Chula Vista Financial Advisors can analyze your situation by researching your financial history combined with your present status and make intelligible recommendations. With the ever-changing regulations concerning Social Security and rises in College Tuition, the time to make a plan is now.

Click here for a financial evaluation.

Chula Vista Financial Advisors are also very knowledgeable in other financial subjects, including:

  • Estate Planning
  • Taxes
  • College Savings Funds
  • Retirement Planning
  • Insurance
  • Annuities
  • IRA's


Contact our Chula Vista Financial Advisors


If you live in the following cities and need a Financial Advisor you should contact our Chula Vista Financial advisor as soon as possible:

  • Antioch
  • Bell
  • Hawthorne
  • Long Beach
  • Los Angeles
  • Norwalk
  • Oceanside
  • Pacoima
  • Santa Ana
  • South Gate
  • Norwalk
  • Oceanside
  • Oxnard
  • Pacoima
  • Pittsburg
  • Santa Ana
  • South Gate
  • Sylmar
  • Watsonville
  • Westminster
  • Fremont
  • Fresno
  • Hawthorne
  • Hayward
  • Hesperia
  • Huntington Beach
  • Huntington Park
  • Indio
  • La Habra
  • La Puente
  • Laguna Niguel
  • Lake Forest
  • Lancaster
  • Livermore
  • Long Beach
  • Los Angeles
  • Lynwood
  • Merced
  • Milpitas
  • Montebello
  • Moreno Valley
  • Napa
  • North Hollywood
  • Norwalk
  • Oceanside
  • Ontario
  • Oxnard
  • Pacoima
  • Palmdale
  • Panorama City
  • Pico Rivera
  • Pittsburg
  • Pomona
  • Porterville
  • Reseda
  • Rialto
  • Riverside
  • Rosemead
  • Sacramento
  • Salinas
  • San Diego
  • San Francisco
  • San Jose
  • San Pedro
  • Santa Ana
  • Simi Valley
  • South Gate
  • South San Francisco
  • Sylmar
  • Tulare
  • Union City
  • Vacaville
  • Victorville
  • Vista
  • Watsonville
  • Westminster
       
 
Did You Know?    
 
 
Customers are a financial advisors lifeblood
Finding clients and building a customer base is one of the most important parts of a financial advisor?s job. Referrals from satisfied clients are an important source of new business. Many advisors also contact potential clients by giving seminars or lect

 
 
Chula Vista Audio & Video    
 
  'Girl, Make Your Money Grow!': Tag-Team Financial Advice
AUDIO, RM, 44Kbps, 7:44, 02/18/2004

NPR's Tavis Smiley talks with tag-team financial advisors Glinda Bridgforth and Gail Perry-Mason, about their new book, Girl, Make Your Money Grow!: A Sister's Guide to Protecting Your Future and Enriching Your Life.
Source: NPR
 
 
Chula Vista External Sites    
 
 

City of Fresno - Economic Development Department
Financial Advice · Equity Programs · Employment Programs · Service Center ... California Industrial Development-Financial Adviso
K:\USERS\DOCS\BUDGET\Budget_05\Adopted\Executive Summar
The Finance Department provides high level financial advice, ... Goal: To obtain the highest bond rating of all California municipalities over 250000

 
Latest News
  Latest financial advisor news in Chula Vista and nationwide:

Jul 14, 2006 - Selecting a Financial Planner
The same care should be taken in selecting a financial advisor as in selecting the services of any other professional. To ...
Read more >


Jan 18, 2006 - Federal Financial Regulatory Agencies Propose Guidance On Nontraditional Mortgage
The federal financial regulatory agencies today issued for comment proposed guidance on residential mortgage products that...
Read more >


Jul 08, 2005 - Types Of Annuities
An annuity is a contract between you and an insurance company, under which you make a lump-sum payment or series of paymen...
Read more >


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Legal Disclaimers
The information provided on Chula Vista Financial Advisors.com is not intended to be financial advice, but merely conveys general information related to financial issues commonly encountered.

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