How Will Social Security Deficits Impact Your Retirement?
With potential Social Security deficits, it’s important that you take control of your retirement. Here’s how.
The SECURE Act: Is Putting Annuities in a 401(k) Plan a Good Thing?
If passed, the SECURE Act could allow 401(k) plans to include annuities. But is that a good thing?
Should You Invest in Speculative Investments?
Got a hot stock tip? Before you buy, read this article on speculative investing.
Beware of Funding Retirement with Life Insurance
You may have heard of a life insurance strategy that could fund your entire retirement. But, are the costs worth it?
What’s the Difference Between a CFP® and a CFA?
The CFP® and CFA® marks indicate a financial advisor with professional-level education and experience. The difference is in the focus.
How Will Purchasing a New Home Impact Your Long-Term Financial Plan?
Purchasing a new home could affect your long-term financial plan. Here are factors you should consider.
How a Roth IRA Works Before and After Retirement
To determine whether a Roth IRA benefits your situation, first make sure to understand how it works before and after retirement.
How to Reduce Your 2019 Tax Bill (for High-Earning Working Individuals)
We don’t want people to pay more taxes than they have to. Here are strategies for high-earning individuals and others to reduce their tax bill.
Divorce Financial Planning: What It Is and Why You Need It
Getting divorced? Some financial points to consider before you sign the settlement.
What Is the 60-Day Rollover Rule for IRAs and Roths?
Thinking of doing an IRA rollover? Here’s what you need to know to avoid running afoul of the IRS.
Where Can I Find a Fee-Only Financial Planner in Orange County?
If you are looking for a fee-only financial advisor, you’re ahead of many people. Here’s how to find a fee-only financial planner.
Are You Financially Ready to Retire in Southern California?
California has it all, from the beaches to the mountains. It also presents some challenges for retirement planning.
Is It Time to Fire Yourself as Financial Advisor?
If you’re looking to manage your personal finances, here are two phases of a financial plan.
Four Things You Must Do After Receiving an Inheritance
As each generation inherits money, the question that comes up is “What’s the best thing I can do with this inheritance?”
Free “It’s Your Money!” Course Helps People Stay in Control of Their Money
“It’s Your Money!” is an eight-week-long course that will meet Tuesday afternoons, April 2 to May 21, at the La Habra Community Center.
4 Steps to Take in the Last Year Before Retirement
How do you make the transition into retirement? Here are four steps that have worked well for our clients.
How Do You Turn Retirement Savings into Income?
If you’re wondering how you’ll turn your retirement savings into income, here are some points to consider.
How Much Money Is Needed for Health Care If You Retire Early?
Unrealistic expectations about the cost of health care can ruin an otherwise good plan for early retirement. Here are points to consider.
Why Ken Fisher Hates Annuities
Ken Fisher hates annuities, and we don’t like them either. Here’s why.
What Happens When a Loved One Dies Without a Last Will and Testament in California?
When a loved one dies without a last will and testament in California, the state’s intestate laws take effect. Proper estate planning can help prevent this.