Naming Beneficiaries: What You Need to Know

A major issue in estate planning is whom to name as beneficiaries on life insurance policies, pension plan accounts, IRAs, and annuities. This important decision often doesn’t take into account the substantial estate and income tax consequences the beneficiary may incur. So before you name a beneficiary, you may wish to gain a basic understanding […]

Daniel S. Romero Recognized by Financial Times as a Top Retirement Plan Advisor

San Diego, CA – June 8, 2015—Daniel S. Romero of Romero & Levin Wealth Management, Inc., in Santa Ana, CA, was recently named to the 2015 Financial Times Top 401 Retirement Plan Advisors list. Mr. Romero is affiliated with LPL Financial LLC, the nation’s largest independent broker/dealer,* an RIA custodian, and a wholly owned subsidiary of […]

Economic Update

Many of us are spending our Saturdays out in the yard, helping our lawns bounce back from a tough winter. As the brown patches and bare spots that are reminders of colder days fade, our lawns’ roots are showing underlying strength. It’s heartening to see the new growth and greenery now emerging, just as we […]

How to Help Keep Identity Thieves Away

The more business we do and information we share online, the more identity theft becomes a growing threat to our financial security. There are ways you can help protect your good name and credit. Here are some tips to help keep you and your family safe. Monitor Your Accounts This goes for everything you have […]

Life-Insurance Policies Add Rewards for Healthy Living

Life insurance policyholders have potential to save 10% or more on their premiums by doing things such as getting an annual physical, working out, or losing weight. These type of incentives were usually reserved for health insurance programs. John Hancock says a 45-year-old couple, each with a $500,000 universal life policy could save approximately $25,000 […]

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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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