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4140 Mother Lode Drive
Suite 116
Shingle Springs, CA 95682

Henry J. Sandigo

(530) 677-3490

 
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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding questions you may have about any particular investment concepts or products. Long-term relationships that encourage open and hones communication have been the cornerstone and foundation of our business.

Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

 

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Net Worth?

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

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

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

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Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Cycle of Investing

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

Social Security: By the Numbers

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

Inflation and Your Portfolio

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

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