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Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. What does your home really cost? Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Understand, Educate, Advise. The wise use of credit is a critical skill. These 10 questions will help you assess your skill level. Do You Owe The AMT?

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CONTACTS AT DJLOOADVISORS.COM

DENNIS LOO AND ASSOCIATES

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LAF●●●TTE , CA, 94549

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DENNIS LOO AND ASSOCIATES

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DENNIS LOO AND ASSOCIATES

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Home | Dennis Loo & Associates | djlooadvisors.com Reviews

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Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. What does your home really cost? Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Understand, Educate, Advise. The wise use of credit is a critical skill. These 10 questions will help you assess your skill level. Do You Owe The AMT?

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1 menu

2 our company

3 some useful links

4 about lpl financial

5 business philosophy videos

6 our mission

7 our team

8 products and services

9 resources

10 client account view

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Home | Dennis Loo & Associates | djlooadvisors.com Reviews

https://djlooadvisors.com

Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. What does your home really cost? Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Understand, Educate, Advise. The wise use of credit is a critical skill. These 10 questions will help you assess your skill level. Do You Owe The AMT?

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djlooadvisors.com

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Investment | Dennis Loo & Associates

http://www.djlooadvisors.com/resource-center/investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Inflation, Taxes and Your Money. 5 Smart Investing Strategies. Inflation and Your Portfolio. Value vs. Growth Investing. Diver...

2

Glossary | Dennis Loo & Associates

http://www.djlooadvisors.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

3

Tax | Dennis Loo & Associates

http://www.djlooadvisors.com/resource-center/tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Will You Pay the AMT? Making Your Tax Bracket Work. Have inco...

4

Our Team | Dennis Loo & Associates

http://www.djlooadvisors.com/team

Our Team of Bay Area LPL Financial Advisors. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward a more secure financial future. Lynda has been the AA for Dennis Loo & Associates since 2010. Hers skills & attitude are valuable assets to the firm as a team player and in taking care of all clients' concerns and service needs. Click to read more.

5

Resources | Dennis Loo & Associates

http://www.djlooadvisors.com/resource-center

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Securities and Advisory services offered through LPL Financial.

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La Fiesta Square – Directory Listing

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Directions & Contact Form. 47; Directory Listing. Art and Science of Eyewear. Sunglasses, Readers & Prescription Eyewear. Full Service Hair Care, Blow-dry Bar, Nail Care, Make-up. Women’s Clothing & Accessories. Chow Restaurant & Market. Restaurant, Deli and Green Grocer Market. Clocks, Home & Garden Decor, and Gifts. Kitchen and Bathroom Retail Showroom. Office and Printer Center, Office and Mailing Supplies. For Selective Pets & Their People. Health Foods, Organic Groceries, Vitamins & Herbs. 21 Lafaye...

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djlooadvisors.com

Home | Dennis Loo & Associates

Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. What does your home really cost? Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Understand, Educate, Advise. The wise use of credit is a critical skill. These 10 questions will help you assess your skill level. Do You Owe The AMT?

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