Broker Check

The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market?

Wisemoney Solutions is an independent financial planning firm, located in Claremont, California since 1997.  Cynthia Stauffer is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, who offers a full range of financial planning, estate planning, retirement planning, tax planning and asset management services.

At Wisemoney Solutions, we recognize each individual's unique financial needs. We thoroughly evaluate the client's goals, income/estate tax, risk tolerance, time horizon, suitability and cash flow needs before making any financial recommendations.  Our belief is to provide our clients with objective advice and planning solutions that is in the client's best interest. We assist our clients with prioritizing their financial goals, setting realistic expectations, understanding their current financial positions and laying out a prudent and sound road map based on their needs.

Financial planning is a lifelong process and requires coaching, periodic reviews and maintenance to keep its long term financial fitness.  We believe through our continual client education, implementation of strategies, monitoring progress and ongoing client/advisor relationships, together, are best ways to accomplish your long term goals and live your desirable financial life.

Contact us today at 909-3920186 to schedule a "let's get acquainted" initial review.

Helpful Content

Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

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.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Current Net Worth?

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

View all calculators arrow

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

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

View all presentations arrow

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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?”

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

View all videos arrow