Jeff King - Financial Advisor

05/21/2026

I had a great time as a sponsor of the 12th Annual Central California Trauma Symposium last week. The TREFF team did a great job as always, and everyone at Table Mountain Event Center were great hosts!

It was an honor to be a part of this event and serving those who do so much to serve our community.

I always learn a lot of interesting information at these events (this year I learned about tools that help remove blood clots from the brain... fascinating!), and I hope I can be a trustworthy partner for years to come.

05/13/2026

This article has a decent explanation of capital gains from the sale of a home and how it is taxed.

yahoo.com

05/12/2026

Typically, 10 years before retirement is the time to look at getting more conservative with your investments, depending on the situation.

There are great options out there that help protect against market loss while still participating in the market. Check out a few of them that are listed in this article.

yahoo.com

05/11/2026

Another one of those questions we see all the time.

yahoo.com

05/09/2026

Annuities can be a good tool to help you achieve guaranteed monthly income in retirement.

The numbers in this article are a good starting point, but these numbers can change based on age, dollar amount, and other factors.

Working with a financial professional can help you navigate the different kinds of annuities and make an informed decision on what is right for your situation.

cbsnews.com

05/08/2026

Some great advice for young people in this article.

Even if you don't have a lot to contribute, the growth over time will make the difference.

yahoo.com

05/07/2026

Helping make open enrollment simpler, faster, and more connected.

05/06/2026

The ability to earn an income over a lifetime is one of the most valuable assets a person can have. Watch Andy Schafer's video to learn more.
https://livesocial.seismic.com/aExYZ_

04/28/2026

Do you know if you are on track financially?

Do you or a family member have a situation you aren't sure how to handle?

Would you or a loved one like help defining your financial goals and how to reach them?

As a former educator and caregiver, and now as a licensed financial representative and advisor, it is my goal to be a support and help to hard working families who just don't have the time or expertise to work through these things on their own.

Reach out anytime and I will be honored to take the first steps in earning your family's trust through a complimentary financial review.

04/27/2026

Very important info for those in or close to retirement in this article, especially when on a fixed income.

money.com

04/24/2026

Small business owners know retaining top talent is tough. A tailored financial education program can help you support your workforce and keep key employees engaged.

Contact me today to explore the employee financial education program with Principal.