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              Esquivel Financial Services

2677 North Main Street, Suite 825
Santa Ana, CA 92705-6631

Phone:

714-834-1617 ext.503

Fax:

714-242-1901

E-mail:

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

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

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Explains that landlord policies don't cover tenants' personal property.

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

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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

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

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