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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.Get Started
Guidance Driven Investing
We engage in a collaborative process that takes the guesswork out of investing.Learn More
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Don’t overlook the need for renter’s insurance if you rent your home.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
One way to find money is to examine your current spending habits and eliminate money wasters.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Currency has been around for a long time. Here’s a quick history lesson.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Make your retirement as exciting as your next vacation.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
If you died, what would happen to your email archives, social profiles and online accounts?
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Why are 401(k) plans, annuities, and IRAs so popular?