Through thoughtful planning and practical guidance, I help affluent individuals and families pursue their financial goals and work toward making their philanthropic visions a reality. |
Lock Bingham, CPWA®, CRPS™First Vice President/Investments
One Montgomery Street, Suite 3700
San Francisco,
CA
94104
Phone:
- (415) 364-6896
Fax:
- (415) 364-7760
E-mail:
Newsletters
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Dividends for Income and Total Returns
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
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HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
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HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
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How Funding an HSA Could Help Strengthen Your Retirement Strategy
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?