Cypress trees on a rocky cliff overlooking the ocean

Stephen J. Meuris

Name: Stephen J. Meuris | Rockwood Wealth Management
Address: 68 ROCKWOOD COURT, San Francisco, CA, 94127, US
Telephone: 415-592-8497

68 Rockwood Court
San Francisco, CA 94127

Phone:

415-592-8497

E-mail:

stephen.meuris@rockwoodwm.com

Investment Management

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

Our Services

Financial Planning
Investment Management

RiskAlyze

Newsletters

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Stephen J. Meuris

Investment Management

Our Services

Financial Planning Investment Management

RiskAlyze

Newsletters

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Calculators

Financial Planning
Investment Management