Sit, Stay, Rollover: A Guide to IRA Rollovers An Arm and a Leg The New Wild West: Bitcoin What to Do When You Lose Your Wallet

Agriculture

The central valley of California is built around the agriculture industry. We are pleased to provide our services for many local family farms here in the valley and across the United States. We work with our Agriculture clients along with their special needs and circumstances in the ever changing and complex tax law for Farmers in the Agriculture Industry.

Learn More

Healthcare

Healthcare is one of the industries that we specialize in for our clients. We provide service to our medical clients in the specific areas of Tax Preparation, Business Planning, & Accounting Services. We are pleased to provide our services for many medical practitioners in the CA central valley and across the United States.

Learn More

Small Businesses

We are pleased to provide our services to many small business owners in the CA central valley and across the United States. We work with our small business owners through their special needs and circumstances in the ever changing and complex tax law for Small Business Owners in the United States.

Learn More

Understanding Today's Financial Environment

Welcome! We're RLJ Financial Services, a financial organization in Ceres, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

 

Helpful Content

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Tips to Prevent the #1 Cause of Marital Rift

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

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

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

View all presentations arrow

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow