Eric S. Wallace
Safe Money Strategies
Eric S. Wallace is the founder of CDC Insurance Service, Inc. and has over 40 years of experience helping his clients achieve a worry-free retirement.
For more information about Eric, see the About Us tab above.
More information about Eric can be found in the About Us Tab above
Our Most Recent Article
The Evolution and History of Fixed Index Annuities
October 25, 2024
Fixed index annuities (FIAs) have become popular retirement income vehicles, evolving to meet the diverse needs of American investors. This article delves into the intriguing history of FIAs, highlighting their inception and growth as solutions for income, growth, and legacy ...
Read more >
Eric S. Wallace
Safe Money Strategies
Ca State License No. 0453306
25 W. 4th Street
Morgan Hill, California 95037
ewallace@garlic.com
(408) 472-0717
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Understanding and Avoiding Social Security Benefit Scams
(September 18, 2024
Social Security benefits are a hard-earned lifeline for millions of ...
The Importance of Ethical Investing
(August 29, 2024
In today’s dynamic financial landscape, ethical investing has gained significant ...
The Importance of Long-Term Care Insurance and the Role of Unpaid Caregivers
(July 30, 2024
As our population ages, the demand for long-term care services ...
The Hidden Cost of Procrastination and How Delaying Retirement Savings May Hurt You
(June 27, 2024
As the tax deadline approaches, the rush to make last-minute ...
Reviewing Your Retirement Plan
(May 24, 2024
We find ourselves firmly planted in the year 2024, a ...
Maximizing Retirement Savings with Roth IRA Contributions for Tax-Free Growth and Withdrawals
(March 7, 2024
Disclaimer: The information below is assumed to be accurate. Rules ...
Understanding and Avoiding Social Security Benefit Scams
(September 18, 2024
Social Security benefits are a hard-earned lifeline for millions of ...
The Importance of Ethical Investing
(August 29, 2024
In today’s dynamic financial landscape, ethical investing has gained significant ...
The Importance of Long-Term Care Insurance and the Role of Unpaid Caregivers
(July 30, 2024
As our population ages, the demand for long-term care services ...
The Hidden Cost of Procrastination and How Delaying Retirement Savings May Hurt You
June 27, 2024
As the tax deadline approaches, the rush to make last-minute ...
Reviewing Your Retirement Plan
May 24, 2024
We find ourselves firmly planted in the year 2024, a ...
Maximizing Retirement Savings with Roth IRA Contributions for Tax-Free Growth and Withdrawals
March 7, 2024
Disclaimer: The information below is assumed to be accurate. Rules ...