ABOUT US ABOUT YOU GETTING STARTED INSIGHTS CONTACT US Keep Up With Our Latest Thoughts SEARCH CATEGORIES: INSIGHTS INVESTMENT RETIREMENT FUNDING 2022 Contribution Limits NOVEMBER 12, 2021 Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. A look at the new limits. Read More Labor Day 2021: 5 Ways to Better Your Work-Life Balance AUGUST 24, 2021 INVESTMENT INSIGHTS As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these tips. Read More Are Capital Gains Taxes Changing? OCTOBER 29, 2021 There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan. Read More Value vs. Growth Investing: What’s the Difference? JULY 12, 2021 INVESTMENT RETIREMENT FUNDING INSIGHTS The stock market cycles through periods of favoring value investments over growth investments and vice versa. Here's the key difference between the two, and what may be an ideal option for your portfolio. Read More Medicare Open Enrollment Begins Oct. 15th. What Does That Means For Me? SEPTEMBER 17, 2021 Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time. Read More The ABCs of Medicare: What Recent Retirees Need to Know About Their Coverage Options MAY 6, 2021 RETIREMENT FUNDING INSIGHTS You may be eligible for Medicare soon, but do you know the ins and outs of your coverage options? Here's a breakdown of Medicare Parts A, B, C & D. Read More PREVIOUS PAGE NEXT PAGE 1 of 6 FIND AN ADVISOR Zuk Financial Group BRANCH LOCATIONS Bakersfield Capitola Dana Point Elma Lake Forest Lodi Menlo Park Napa Placentia San Diego San Dimas Santa Ana Santa Monica Sonora Sunnyvale Walnut creek Whittier Yuba City Sign Up For Our Newsletter JOIN All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. LPL Financial representatives associated with this site may only discuss an/or transact securities business with residents of the following states: AL AR AZ CA CO DC FL HI MA MD MO NM NV NY OH OK OR SC TX UT WA WI Securities offered through LPL Financial, Member FINRA/SIPC Zuk Financial Group and LPL are separate and unrelated companies. LPL does not provide tax or legal advice. LPL Privacy Policy Investment advice offered through Valley Wealth Strategies, a registered investment advisor and separate entity from LPL Financial. LPL is not responsible for and may not be held liable for the adequacy of the information available on the link(s) provided. The listing of a vendor or product on this/these site(s) does not constitute an endorsement or warranty of the vendor or product by LPL Powered by Twenty Over Ten