King Wealth Advisors

King Wealth Advisors A fee-only Registered Investment Advisory firm specializing in retirement & education planning, inve

A fee-only Registered Investment Advisory firm specializing in retirement & education planning, investment management, and financial coaching.

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04/23/2025

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During the last major stock market correction prior to this one in 2022, bonds failed as a diversification tool. Interest rates, which move inversely to bond prices, rose sharply while stock prices declined.

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11/20/2024

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In 2022, Congress passed the Secure 2.0 Act, which implemented nearly 100 changes affecting qualified retirement plans, IRAs, and 529 college savings plans.

03/20/2024

Please check out our latest article: "Planning for More than Retirement"

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02/21/2024

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529 plans have always been an excellent option for saving money for college. Donors contribute to the 529 plan on behalf of a beneficiary family member, and the money grows tax-free as long as it is used for higher education expenses.

10/25/2023

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Check out our latest article: What's the Deal with the Debt Ceiling?
05/24/2023

Check out our latest article: What's the Deal with the Debt Ceiling?

Lots of news is being made about the looming debt ceiling deadline on June 1. That is the date that the U.

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04/26/2023

Please check on our latest article on LinkedIn.

A solid investment plan is just like great barbeque. It takes time.

Please check out our latest article on LinkedIn.
03/22/2023

Please check out our latest article on LinkedIn.

With news of major banks failing for the first time since the financial crisis in 2008, it is important to understand the rules that protect your cash. If you have cash that is not protected, then it is important to take the necessary steps to rectify that situation.

Please check out our latest article on how to save on your taxes this year.
12/21/2022

Please check out our latest article on how to save on your taxes this year.

If you have any investments with a loss in a taxable account, you can sell those positions prior to year end and use the capital losses generated to offset realized gains elsewhere in your portfolio. Even if you have more losses than gains this year, you can deduct up to $3,000 of capital losses aga

Address

1900 S Norfolk Suite 350
San Mateo, CA
94403

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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