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1650 Sierra Avenue
Suite 101
Yuba City, CA 95993

BEHR & ASSOCIATES

(530) 671-9505

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

For more than 25 years, we have helped our clients grow their businesses, manage their taxes and pursue financial security.

Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.

Helpful Content

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

 

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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