Bay Area Wealth Management Group, LLC

Bay Area Wealth Management Group, LLC

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How Long Will My Savings Last If I Become Disabled? 06/09/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

How Long Will My Savings Last If I Become Disabled? See how long your current savings might last if a disability interrupted your income.

Monthly Market Insights | June 2026 06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

The Power of 401k Catch-Ups 06/02/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

The Power of 401k Catch-Ups See how catch-up contributions after age 50 could significantly boost your retirement balance.

Is a Variable Annuity Right for Me? 05/28/2026

Terrible or wonderful; Could a variable annuity be right for you?

Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Starting a Roth IRA for a Teen 05/27/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

Starting a Roth IRA for a Teen This early financial decision could prove helpful over time.

How Much Home Can I Afford? 05/26/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

How Much Home Can I Afford? Estimate how much home may fit within your budget based on income and expenses.

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Telephone

Address


12647 Alcosta Boulevard Suite 370
San Ramon, CA
94583

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm