|
 |
Strategies for Financial Success
315 Arden Ave., Suite 14 CA
|
315 Arden Ave., Suite 14, Glendale, CA 91203 Ph. 818-244-6986 Fax 818-244-6987
INDIVIDUALS: Our mission is to help people develop a strategic, in-depth plan that can help them with the financial issues that affect their lives. Whether planning for education, future retirement, or the unique needs of retirees, we create a personalized plan for each client. Using that blueprint, we help our clients build an investment strategy based on their financial goals.
EMPLOYERS AND ORGANIZATIONS: We also offer a variety of financial education programs. Financial education has become a desirable benefit that employers and organizations can provide for their employees and members. These low cost, high impact programs, conducted at the worksite, help participants improve their fiscal well being and prepare for the future.
|
 |  |
| |
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
More Calculators>>>
| |
Save More to Have More
There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.
HOT TOPIC: Does the Estate Tax Have a Future?
For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?
Investor Emotions and Where to Find Them
Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.
Most Recoveries Are Announced Months After They Begin
Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.
More Newsletters>>>
|
|
 |
| |
September 04, 2010 @ 03:07 PM
|
 |
| |
 |
Educate
yourself on a variety of
financial topics. |
 |
A host
of financial tools to assist you. |
 |
Timely Newsletters to help you stay current. |
 |
|
Animated presentations to help you learn and decide. |
 |
|
Financial terms from A to Z.
|
 |
|