How Taxes and Inflation May Affect Your Retirement Portfolio

Santa Ana, CA – February 21, 2017 Benjamin Franklin famously stated that the only two certainties in life are death and taxes. But there’s at least one more that could probably be added to the list: inflation. Inflation is the sustained, ongoing increase in the general level of prices for goods and services. As prices […]

Double Your Impact With These Charitable Giving Strategies

Santa Ana, CA – February 15, 2017 Americans are a generous people. Many support charitable organizations that enhance their communities and enrich their personal lives. In addition to giving wisely to nonprofit groups, it’s important to anticipate financial obligations to family members while you’re still of sound mind. A charitable lead trust (CLT) may be […]

Avoid These Financial Traps — They May Be Hazardous to Your Wealth

Money. It’s hard to get and easy to lose. It doesn’t take long for the wealth you’ve accumulated to disappear if you don’t manage your money well or have a plan to protect your assets from sudden calamity. Snares like the ones mentioned below could easily threaten your financial security. Planning ahead can protect you […]

2017 Tax Facts

Does Your Portfolio Reflect Your Risk Tolerance?

Santa Ana, CA – January 24, 2017 When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type — and the potential return associated with your retirement portfolio — can help you determine whether your investments are appropriate for your situation. Examining Risk and Return […]

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