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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.
Contact us to start a conversation about your financial needs.
Discover Your Money Mind
Your Money Mind® is determined by how you think and feel about money. Start the exercise now.Get Started
Guidance Driven Investing
We engage in a collaborative process that takes the guesswork out of investing.Learn More
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Tips to avoid checking in luggage on your next vacation.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A collection of tips from professional travelers.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations?
If you died, what would happen to your email archives, social profiles and online accounts?
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A special needs trust helps care for a special needs child when you’re gone.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.