Spurgeon Financial Group

7825 N. Pershing Avenue
Stockton, CA 95207-1749

Phone:

209-474-8134 / 800-875-8134 / Cell 209-601-5467

Fax:

209-474-1408

E-mail:

slspurg@pacbell.net

Home of the DIAMOND FORMULA

Before proceeding further, please be advised that at present Steven L. Spurgeon, Registered Investment Advisor with SFG is licensed to discuss and/or offer financial services and or investments products. Insurance products offered to residents of California under CA. Ins. Lic.#0538297.

Newsletters

New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Whats in Your 401k?

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators