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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Gaining a better understanding of municipal bonds makes more sense than ever.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A four-step framework for building a personal legacy.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Tips on insuring your teen driver.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Savvy investors take the time to separate emotion from fact.
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bucket lists don’t have to be for tomorrow.
Why are 401(k) plans, annuities, and IRAs so popular?