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Hermosa Beach, CA 90254

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When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A

Understanding Today’s Financial Environment

Welcome, we are COMPANY, a financial professional in CITY, STATE. At COMPANY, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, financial goals and objectives.

We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 888-888-8888.

Building Relationships

Whether your needs are simple or complex, our staff stands ready to provide the highest level of personal and friendly service. Discover the ways we may be able to assist by visiting the links below. We look forward to building a great relationship with you.    

Helpful Content

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

 

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Trends in Charitable Giving

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Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Assess how many days you'll work to pay your federal tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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