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Devin King
(925) 872-7706
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Welcome to King Financial

My name is Devin King and I want to welcome you to King Financial.  Many Financial Advisors love to talk about "investment returns" and how they can beat the market.  Investment returns are important but, I believe, just as important is taking into consideration how the investment will be taxed.  Investment returns coupled with tax reductions may result in a higher overall rate of return on your money.  The higher your tax bracket, the more my approach of using tax preferred investments may benefit you. 

My philosophy is simple.  At King Financial I use innovative and tax efficient investment strategies to put my clients in the best potential position to build wealth, while lowering their taxes, enabling them to keep more of what they have earned!

Call or email me today to set up your complimentary evaluation and learn about all the possible tax favored strategies that can potentially benefit you, your family, and your business.

Helpful Content

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Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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Teen Drinking and Your Liability

Teen Drinking and Your Liability

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Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

How the Federal Reserve Works

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Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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Tips on insuring your teen driver.

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When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Enter various payment options and determine how long it may take to pay off a credit card.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Managing Your Lifestyle

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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