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San Marino Investment Services -  Jim Lund & Mark Wiacek

2596 Mission Street, Suite 200
San Marino, CA 91108

Phone:

626-423-6350

Fax:

626-423-6886

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

          Providing for your Retirement and 1031 Exchange Needs

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Welcome to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement,

estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Will you be able to afford nursing home care?

How much would your monthly lease payment be?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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