Wealth Cairn

Wealth Cairn We believe that our true Purpose in life guides our actions around money. We exist to guide you through your discoveries.

Responsibility begins with the foundation of this Purpose and expands into a life-long, intentional pursuit.

Hey, everyone! I'm the current interim board chair for SOS Richmond, a nonprofit that's innovating compassionate and eff...
09/26/2024

Hey, everyone! I'm the current interim board chair for SOS Richmond, a nonprofit that's innovating compassionate and effective responses to homelessness right here in our community. When we think about homelessness in our neighborhoods, it's normal to feel a combination of uncomfortable emotions, but we all want solutions. SOS Richmond is based on "peer accompaniment" to help folks navigate from tent to home. They have a great video that explains what this means and some information about what you can do to contribute to the well-being of our entire community. Check it out:

https://www.sos-richmond.org/peeraccompaniment.html

Retirement Plans for Self-Employed People401k plans used to be complex and costly and mostly implemented by more mature ...
07/06/2023

Retirement Plans for Self-Employed People

401k plans used to be complex and costly and mostly implemented by more mature companies. You can now help your self employed clients save big on taxes at a very low administrative cost.

401k plans used to be complex and costly and mostly implemented by more mature companies. You can now help your self employed clients save big on taxes at a very low administrative cost. The problem with SEP IRA is that it only allows contribution about 18.6% of net earnings from self-employment and...

09/29/2022
09/24/2022

Address

910 E Hamilton Avenue, Suite #350
Campbell, CA
95008

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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