LARRY TAKAHASHI FINANCIAL SERVICES

 

 
 
 

 

 

 

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

Home Affordability

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

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Living Benefits Can Help Counter Retirement Risks

Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.

Three Questions to Consider During Open Enrollment

Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.

HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure

This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.

Playing Defense: Three Stock Strategies to Help Control Risk

This article outlines three defensive strategies that may help during economic downturns: low-volatility, dividends, and defensive sectors.

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