Jeffrey R. Gall

 

Divider

 

12647 Alcosta Blvd., #165

San Ramon, CA 94583

(925) 937-6382

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

 

Related Content

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.