How to Work with a Financial Advisor

No matter what your level of investment experience or sophistication, you may benefit from developing a relationship with a financial advisor. Why? Because a qualified financial advisor is trained to analyze your personal financial situation and prepare a program designed to help you address your financial goals and objectives. Financial advisors are often trained as […]

Participating in a Workplace Retirement Plan

With traditional pension plans rapidly becoming phased out and Social Security’s long-term future in doubt, more Americans shoulder the responsibility of funding their own retirement. Many workers rely increasingly on their workplace-sponsored retirement plans to provide the means to meet their investment goals. That’s because these types of plans — such as a 401(k), 403(b), […]

How Accurate Is an Infrared Thermometer?

Are infrared thermometers the best way to take a child’s temperature? Getting a child to sit still for thermometer under the tongue is a challenge unto itself. New infrared thermometers measure temperatures by swiping gently over the four head or pointing an inch away from the four head. However, if a child moves the accuracy made […]

Remodeling Your Home

Home improvement has become big business in the United States. American households spend billions on home improvements annually. It’s no small wonder that renovations in recent years have become more upscale, and home remodeling businesses have expanded to meet the demand for more sophisticated projects. The most popular remodeling job is usually for the kitchen, […]

How Much Do You Need to Retire? Let’s Calculate

Calculating a retirement savings goal is one of the most important steps investors can take to help determine if they are on pace to meet that goal. However, most American workers haven’t tried to figure out how much money they will need to accumulate for retirement. What about you? Planning Matters What’s important to realize is […]

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Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

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