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Cypress trees on a rocky cliff overlooking the ocean

Stephen J. Meuris

68 Rockwood Court
San Francisco, CA 94127

Phone:

415-592-8497

E-mail:

Investment Management

In my opinion investing is often represented or presented as needlessly complex....

RiskAlyze

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Here are some ideas to help pursue a life of financial freedom.

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Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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How much will it cost to pay off a loan over its lifetime?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Use this calculator to estimate how much income and savings you may need in retirement.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck