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Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://www.pillsburyassociates.com/
Submission: On March 08 via api from US — Scanned from DE
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680 Rio Lindo Avenue Suite 60A Chico, CA 95926 PILLSBURY ASSOCIATES 530-893-2685 MENU * About * Team * Mission Statement * Products & Services * Useful Links * About Our Company * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Contact COACHES Coaches have helped you your whole life, in ways big and small. We'd like to be one of them. Learn More WHEN SPECIAL CARE IS NEEDED: THE SPECIAL NEEDS TRUST A special needs trust helps care for a special needs child when you’re gone. Learn More EXTENDED CARE: A PATCHWORK OF POSSIBILITIES What is your plan for health care during retirement? Learn More SURPRISES Making the most of surprises is a great reason to work with us. Learn More WELCOME Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you realize the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation, as well as the value of working with skilled professionals. Our Web Site is designed to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. From the basic concepts of financial management through the more complex strategies of estate planning or business continuation we are here to help. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance. Patrick Pillsbury is licensed in the States of California and Nevada for securities business. SERVICES We create strategies tailored to your goals. Learn more INDEPENDENCE We put your needs first. Learn more TRUST We enjoy building trusted relationships that span generations. Learn more YOUR PEACE OF MIND IS OUR NUMBER ONE PRIORITY. Please call us if you have any questions about our firm or the range of financial products and services we provide. We are committed to providing outstanding customer service and personalized attention to best serve you. Contact Us HELPFUL CONTENT PUT IT IN A LETTER A letter of instruction provides additional and more personal information regarding your estate. WHERE WILL YOUR RETIREMENT MONEY COME FROM? Retirement income may come from a variety of sources. Here's an overview of the six main sources. THE LOWDOWN ON THOSE FREE CREDIT SCORES What’s the deal with your yearly free credit report? * Articles * Calculators * Videos ORCHESTRATING YOUR RETIREMENT ACCOUNTS Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine. WAYS TO SUPPLEMENT YOUR MEDICARE COVERAGE There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options. STARTING A ROTH IRA FOR A TEEN This early financial decision could prove helpful over time. SOCIAL MEDIA: #NEWESTBUSINESSLIABILITYRISK Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk. SOCIAL SECURITY: FIVE FACTS YOU NEED TO KNOW Here are five facts about Social Security that are important to keep in mind. BULL & BEAR MARKETS: A TIMELINE This helpful infographic will define bull and bear markets, as well as give a historical overview. VIEW ALL ARTICLES SAVING FOR COLLEGE This calculator can help you estimate how much you should be saving for college. COMPARING INVESTMENTS This calculator compares the net gain of a taxable investment versus a tax-favored one. HISTORICAL INFLATION This calculator shows how inflation over the years has impacted purchasing power. CAPITAL GAINS TAX ESTIMATOR Use this calculator to estimate your capital gains tax. WHAT IS THE DIVIDEND YIELD? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock. 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. VIEW ALL CALCULATORS 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. WHEN DO YOU NEED A WILL? When do you need a will? The answer is easy: Right Now. SURPRISES Making the most of surprises is a great reason to work with us. WHERE IS THE MARKET HEADED? We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?” 16 WALL STREET CLICHES IN 60 SECONDS Pundits say a lot of things about the markets. Let's see if you can keep up. SAVING FOR COLLEGE 101 Here’s a crash course on saving for college. VIEW ALL VIDEOS GET FINANCIAL NEWS & UPDATES DELIVERED TO YOUR INBOX Name Email Address Sign Up Thank you! Error processing your request. Please try again at a later time. LOCAL WEATHER 95926 Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Patrick M. Pillsbury offers products and services using the following business names: Pillsbury Associates Insurance & Investments – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Pillsbury Associates Insurance & Investments. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation. Trades cannot be communicated to your Representative by e-mail, fax or regular mail as the transaction may not be executed on a timely basis. Please contact your Representative by telephone to request trades and do not use e-mail to send confidential information or time-sensitive instructions. Performance quoted does not guarantee future results. Please refer to your regular periodic statement for complete information. The content of your e-mail is not private as it is subject to review. If you are not the intended recipient and have received this e-mail in error, please contact the sender immediately and delete this material from your computer. See above CONTACT Pillsbury Associates Office: 530-893-2685 680 Rio Lindo Avenue Suite 60A Chico, CA 95926 Series 6, 7, 63, 65 pat@pillsburyassociates.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators