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  • 4450 Black Avenue, Suite A Pleasanton, CA 94566
  • (925) 469-1040
16 Wall Street Cliches in 60 Seconds The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now The Cycle of Investing

Howard Hertz, EA, CFP®, RFC

Financial Advisor

Office: (925) 469-1040

howard.hertz@trivalleytax.com

Sheryl Hertz, EA, ATP, ATC

Tax Advisor

Office: (925) 469-1040

sheryl.hertz@trivalleytax.com

Laura Walsh, CRTP

Office Manager

Office: (925) 469-1040

laura.walsh@trivalleytax.com

Katie Caron, CRTP

Customer Service Specialist

Office: (925) 469-1040

katie.caron@trivalleytax.com

Serving Individuals

We can help take some of the mystery out of preparing for your financial future.

Business Planning

Insight and information for employers and employees.

Investment Strategy

Let us provide you with the guidance that can help you understand and better define your financial goals. (Investment and financial planning services are offered by Howard Hertz through his affiliation with HD Vest)

Helpful Content

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

9 Facts About Retirement

9 Facts About Retirement

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

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Net Worth?

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Inflation and Your Portfolio

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

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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