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As financial advisors in Pasadena, CA, we specialize in income spending, retirement planning and alternative investments. Get unbiased answers from a team you can trust.

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Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

The Anatomy of Medicare

Here’s a guide to explain all the parts of Medicare.

The Best Apps in Travel

Technology tips to make your next trip even better.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

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

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Protecting Those Who Matter Most

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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