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With potential Social Security deficits, it’s important that you take control of your retirement. Here’s how.
If passed, the SECURE Act could allow 401(k) plans to include annuities. But is that a good thing?
Eligible L.A. Fire and Police employees can take advantage of the Deferred Retirement Option Plan (DROP).
Purchasing a new home could affect your long-term financial plan. Here are factors you should consider.
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.
Getting divorced? Some financial points to consider before you sign the settlement.
Thinking of doing an IRA rollover? Here’s what you need to know to avoid running afoul of the IRS.
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.
California has it all, from the beaches to the mountains. It also presents some challenges for retirement planning.
As each generation inherits money, the question that comes up is “What’s the best thing I can do with this inheritance?”
“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.
How do you make the transition into retirement? Here are four steps that have worked well for our clients.
Unrealistic expectations about the cost of health care can ruin an otherwise good plan for early retirement. Here are points to consider.
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.
It’s understandable that fans end up overspending for the Super Bowl. But what’s the opportunity cost? We look at the numbers.
Retirement brings new—and often complicated—personal finance decisions. You may be wondering if it is time to change financial advisors. Here are some considerations.
When someone is facing their own death, making sure their spouse is prepared financially can help ease the transition.