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Garrett Stinson

SageView Advisory Group

4000 MacArthur Blvd, Ste 1050
Newport Beach, CA 92660

Phone:

800-814-8742

E-mail:

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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

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For the Road Ahead:

We transform the lives of our clients with financial solutions for institutional retirement plan sponsors and individual investors.

We're steadfast, building purposeful, authentic and lasting relationships that clear a path to investment success.

HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck