Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you realize the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation, as well as the value of working with skilled professionals.
Our Web Site is designed to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. From the basic concepts of financial management through the more complex strategies of estate planning or business continuation we are here to help.
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Advisory services offered through Securities America Advisors, Inc., the Securities America companies and Pillsbury Associates Insurance & Investments, Inc. are not affiliated. Patrick Pillsbury is licensed in the States of California and Nevada for securities business.
Weekly Market Commentary
Your source for updated market and economic news.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The federal government requires deceased individuals to file a final income tax return.
Don’t overlook the need for renter’s insurance if you rent your home.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Explore the growing influence women wield over the economy with this handy infographic.
There are ways to improve your physical fitness without denting your fiscal fitness.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you know these three personal finance sayings?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.