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
How Your Retirement Timeline Impacts IRA Decisions
February 28, 2025
Planning for retirement involves many decisions, and one of the most significant is choosing the right type of Individual Retirement Account (IRA). Whether you’re just starting your career or inching closer to retirement, understanding the nuances of Roth IRAs and ...
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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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Making the Most of Your Required Minimum Distributions (RMDs)
(January 31, 2025
As the end of the year approaches, retirees need to ...
Is There Risk Investing In US Treasuries
(December 30, 2024
In the world of “safe money” nothing compares to owning ...
Healthcare Is The Biggest Social Issue Of The 21st Century
(December 30, 2024
Please pay attention: The most significant problem facing retirees is ...
The Cost of Living Tug-of-War for Social Security Recipients
(December 11, 2024
In early October, the Social Security Administration (SSA) will announce ...
Deferred Annuities As A Retirement Planning Tool
(November 25, 2024
Many individuals diligently contribute to retirement plans but often wonder ...
The Evolution and History of Fixed Index Annuities
(October 25, 2024
Fixed index annuities (FIAs) have become popular retirement income vehicles, ...
Making the Most of Your Required Minimum Distributions (RMDs)
(January 31, 2025
As the end of the year approaches, retirees need to ...
Is There Risk Investing In US Treasuries
(December 30, 2024
In the world of “safe money” nothing compares to owning ...
Healthcare Is The Biggest Social Issue Of The 21st Century
(December 30, 2024
Please pay attention: The most significant problem facing retirees is ...
The Cost of Living Tug-of-War for Social Security Recipients
December 11, 2024
In early October, the Social Security Administration (SSA) will announce ...
Deferred Annuities As A Retirement Planning Tool
November 25, 2024
Many individuals diligently contribute to retirement plans but often wonder ...
The Evolution and History of Fixed Index Annuities
October 25, 2024
Fixed index annuities (FIAs) have become popular retirement income vehicles, ...