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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When to start? Should I continue to work? How can I maximize my benefit?
Even if you’re young and single, you should still consider protecting yourself.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Try these activities to keep your brain sharp.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here’s a crash course on saving for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know these three personal finance sayings?
In the world of finance, the effects of the "confidence gap" can be especially apparent.