Amy Cook , CDFA™, CFP®
 Financial Advisor

CONNECT

Address:

1875 South Grant Street, Suite 750
San Mateo, CA 94402

Phone:

(650) 389-1031,,Toll-Free:, (800) 377-2374 x145

Fax/Other:

(650) 349-0363

Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

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