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5 Mistakes People Make After Inheriting Money
If you’ve received an inheritance, avoiding these five common mistakes can help make your money last.
Careful with That 60-Day IRA Rollover!
If you’re thinking about doing a 60-day IRA rollover, make sure you know the rules, or it could cost you.
What’s Your FICO Score?
Thinking of applying for a mortgage or car loan? It’s a good idea to check your FICO score in advance. Here’s what you need to know about your credit score.
Tips to Survive the DMV and Real ID
Need a strategy to go to the DMV? Want to get the Real ID? Here are some tips for a smoother experience.
How to Withdraw Money from a 529 Plan
You used a 529 plan to save money for your children’s or grandchildren’s college years, but what are the rules for withdrawing that money?
How Much Money Do You Need to Retire in Orange County?
When figuring out how much you need to retire, look at these 12 areas.
How to Turn a 401(k) into Retirement Income
As you approach retirement, you’re likely to be thinking how to turn your 401(k) into income. Here are points to consider.
Should You Buy a Vacation Home?
Buying a vacation home sounds like the ultimate in flexibility. Here’s how to determine if it’s right for you.
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.