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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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Discover Your Money Mind
Your Money Mind® is determined by how you think and feel about money. Start the exercise now.
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Guidance Driven Investing
We engage in a collaborative process that takes the guesswork out of investing.
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Helpful Content
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Rightsizing for Retirement
What does your home really cost?
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.