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Meriwest Wealth Advisors, LLC. - San Jose, CA

5615 Chesbro Avenue
San Jose, CA 95123

Call Us: 408-363-3200

No One Strategy Fits Our team Approach Understanding Your Long Term Goals An Approach Designed for You

Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Building Your Legacy

A four-step framework for building a personal legacy.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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