Conejo Insurance Agency, Medical Insurance

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Dave Davidson and Conejo Insurance Agency are licensed to transact business in California and Georgia.  California DOI # 0646812 and Georgia Ins Lic # 764090.


Car Affordability

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Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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