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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

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Social Media: #Newest Business Liability Risk

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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What Is My Current Net Worth?

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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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.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Surprises

Making the most of surprises is a great reason to work with us.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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