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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
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Guidance Driven Investing
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Beware of these traps that could upend your retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
What does your home really cost?
Learn about what risk tolerance really means in this helpful and insightful video.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Imagine your ideal post-pandemic retirement with this animated video.
Learn about cyber liability insurance in this entertaining video.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.