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  • Grass Valley, CA-8NB
    Grass Valley, CA 426 Sutton Way, Suite 110 Grass Valley, CA 95945 O: 530.272.7500 F: 530.272.5900
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  • Auburn, CA-8NB01
    Auburn, CA 128 East Street Auburn, CA 95603 O: 530.823.7511 O: 916.784.8080
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Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
To convert, or not to convert to Roth IRA – tax is the question
When planning for retirement, it has long been known that taxation is one of many associated mazes.
Retirement & Longevity
Read
Read
Setting 2023 goals for your business? Consider these ideas
From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership
“No kids” shouldn't mean “no estate plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
Webinar replay - Midterms 2022: Results & Impact
11/10/2022
Chief Investment Officer Larry Adam is joined by Washington Policy Analyst Ed Mills and Senior Investment Strategist Tracey Manzi for a post-midterm election discussion.
Markets & Investing
Read
Helping a loved one buy a home? Review strategies and risks
Approaches range from offering a straightforward monetary gift to making the purchase yourself and becoming a landlord.
Family & Lifestyle
Read
Out-of-the-box alumni donations
Think beyond checks, endowments and scholarships. Explore alumni donations that have truly broken the mold.
Family & Lifestyle
Listen
Encore careers, young dependents and tricky Medicare choices
What Medicare decisions have to be made if you retire early? Continue working beyond age 65? Care for young children? Contribute to an HSA?
Retirement & Longevity
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Owens Estate & Wealth Strategies GroupOwens Estate & Wealth Strategies Group
  • Grass Valley, CA-8NB: Grass Valley, CA 426 Sutton Way, Suite 110 Grass Valley, CA 95945
  • O: 530.272.7500
  • F: 530.272.5900
  • Map & Directions
  • Map & Directions
  • Auburn, CA-8NB01: Auburn, CA 128 East Street Auburn, CA 95603
  • O: 530.823.7511
  • O: 916.784.8080
  • Map & Directions
  • Map & Directions

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