Stephen J. Meuris
Phone:
- 415-592-8497
E-mail:
Investment Management
In my opinion investing is often represented or presented as needlessly complex....
View MoreRiskAlyze
Newsletters
-
The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
-
Financial Tools That Can Help Americans with Disabilities
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.
-
Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
-
New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.