Prime Capital Financial of Roseville, CA

09/02/2026

"Mini retirements" are changing the way people think about work and retirement, giving individuals the opportunity to travel, recharge, pursue personal goals, or spend more time with family before leaving the workforce for good. But before taking an extended career break, it's important to understand how it could impact your income, savings, and long-term retirement goals. Contact us to discuss if this is the right fit for your financial plan.

Mini retirements, or micro retirements, are extended breaks from work that give people time to travel, recharge, pursue goals, or focus on family before returning to their careers.

08/31/2026

Life Insurance Needs Calculator

Answer a few simple questions to estimate the amount of life insurance coverage you need to take care of your family.

08/29/2026

Debt: Terms, Types and Tips for How to Handle It

Learn this ins and outs of debt so you can make smart financial choices.

08/27/2026

Making the Transition

When Tom was tragically killed in a snowmobiling accident at just 45, the world collapsed for Jeanie and the kids. Grief overwhelmed them, but thanks to Tom’s life insurance, financial tragedy did not.

08/26/2026

Building a legacy involves creating a strategy that helps protect your wealth and support your loved ones. For those with complex financial situations, tax-efficient planning can play an important role in preservation for future generations. Every legacy plan is unique, so contact our team to learn how we can help align your plan with your long-term goals.

If you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth.

08/25/2026

50/30/20 Budget Calculator

This free budget calculator uses the 50/30/20 rule to suggest how much of your monthly income to should go to needs, wants and savings.

08/24/2026

Retirement is a new chapter, not the end of your story! Leaving the workforce can bring flexibility, but it can also leave many wondering: What comes next?
Finding your purpose in retirement doesn't have to mean pursuing something big or life changing. It can be found through hobbies, relationships, or simply discovering what brings you joy and fulfillment.
And let's make sure your financial plan reflects whatever you decide. Contact us today!
https://www.aol.com/articles/finding-purpose-retirement-hard-think-173623913.html

08/21/2026

How to Find the Best Travel Insurance

Find out whether you need travel insurance for your next trip, what it covers, and how to compare and shop for the best plan.

08/20/2026

The Possibility of a New Life

Liz Fiedler tells how life insurance helped her and her two young daughters when her husband died unexpectedly at 39.

08/19/2026

Estate planning can help protect your loved ones and ensure your wishes are honored. If you don't know where to begin, here are some steps to consider: https://wtop.com/lifestyle/2026/07/how-to-tackle-estate-planning-basics-in-6-steps/
• Work with a trusted estate planning attorney.
• Make a list of your assets and outstanding debts.
• Choose the people you trust to carry out your wishes.
• Put the necessary legal documents in place.
• Keep your documents organized and accessible.
• Review and update your plan as your life and circumstances change.
Need help coordinating your estate plan? Contact our team to learn how we can help.

Contemplating your own death or disability isn’t particularly pleasant, but estate planning can bring peace of mind for you and your family. Here are the key steps to take. Because your estate plan…