As you approach retirement, you’re likely to be thinking how to turn your 401(k) into income. Here are points to consider.
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Buying a vacation home sounds like the ultimate in flexibility. Here’s how to determine if it’s right for you.
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With potential Social Security deficits, it’s important that you take control of your retirement. Here’s how.
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If passed, the SECURE Act could allow 401(k) plans to include annuities. But is that a good thing?
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Got a hot stock tip? Before you buy, read this article on speculative investing.
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Eligible L.A. Fire and Police employees can take advantage of the Deferred Retirement Option Plan (DROP).
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You may have heard of a life insurance strategy that could fund your entire retirement. But, are the costs worth it?
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The CFP® and CFA® marks indicate a financial advisor with professional-level education and experience. The difference is in the focus.
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Purchasing a new home could affect your long-term financial plan. Here are factors you should consider.
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To determine whether a Roth IRA benefits your situation, first make sure to understand how it works before and after retirement.
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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.
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Getting divorced? Some financial points to consider before you sign the settlement.
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Thinking of doing an IRA rollover? Here’s what you need to know to avoid running afoul of the IRS.
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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.
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California has it all, from the beaches to the mountains. It also presents some challenges for retirement planning.
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If you’re looking to manage your personal finances, here are two phases of a financial plan.
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As each generation inherits money, the question that comes up is “What’s the best thing I can do with this inheritance?”
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“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.
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How do you make the transition into retirement? Here are four steps that have worked well for our clients.
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If you’re wondering how you’ll turn your retirement savings into income, here are some points to consider.
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