Tewksbury Financial, LLC

Tewksbury Financial, LLC We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

We endeavor to know and understand your financial situation and provide you with only the highest quality information services Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound de

cisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

09/01/2026

Almost three-quarters of US adults are uneasy about treating themselves when the funds could go toward a financial goal, according to a survey.

08/31/2026

The S&P 500 is in position for a rare fourth year of consecutive annual gains. Risks are rising, New York Times columnist Jeff Sommer says, yet Wall Street is doubling down.

08/30/2026

Wall Street players extending themselves to underwrite this colossal new asset class are looking to limit exposure.

08/29/2026

Having retirement dollars mainly in traditional savings plans can handcuff older workers.

08/28/2026

While financial independence and retirement often get confused for the same thing, they're not—and understanding the differences can help you make retirement decisions.

08/27/2026

Kristen Bitterly, head of global Wealth at Work at Citi, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss how the increase in life expectancy is changing how people plan for retirement.

08/26/2026

Do higher yields make bonds more appealing than stocks? Probably not.

08/25/2026

Learn how Roth conversions work, when they may make sense, and how taxes, RMDs, Medicare premiums and withdrawal rules may affect your retirement plan.

08/24/2026

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

08/23/2026

Today’s retirees are spending far more than their parents did.

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5406 Sunrise Boulevard
Citrus Heights, CA
95610

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