Readying Your Home for Old Man Winter

Santa Ana, CA – October 12, 2016 ‘Tis the season … to be concerned about heating bills. Conserving fuel not only helps the environment, but also can potentially save you money. Here are some handy tips to help you do just that. Did you know that you could save as much as 10% on your […]

Daniel Romero Attends LPL Financial’s Annual Conference for Retirement Plan Advisors

Santa Ana, CA — October 11, 2016 — Daniel Romero from Romero & Levin Wealth Management, Inc. recently attended LPL Financial’s Retirement Partners Annual Conference, an invitation-only event for LPL advisors who focus their business on managing retirement plan business. The conference brought together more than 220 advisors with LPL executives, providers and industry experts […]

Recognizing and Avoiding Online Scams

Santa Ana, CA – October 4, 2016 According to the Federal Trade Commission (FTC), identity theft is the fastest growing crime in America, affecting nearly 10 million people between 2010 and 2014. Further, the 2015 Identity Fraud Study released by Javelin Strategy & Research calculated that in 2014 there was a new identity fraud victim every […]

Getting Divorced? A Checklist for a Financially Sound Separation

Santa Ana, CA – September 6, 2016 Managing the financial aspects of a divorce may be just as important as coping with the emotions. This checklist can help you transition from “ours” to “mine” and “yours.” Day-to-day transactions and financial accounts Divide all bank account balances as called for in the divorce agreement. Cancel joint checking, […]

Understanding Your Retirement Income Replacement Ratio

Santa Ana, CA – August 26, 2016 Although the term retirement income replacement ratio sounds formidable, it’s actually an easily understood concept that doesn’t require any fancy math. The ratio helps you zero in on your retirement savings goal and periodically measure your progress as you move toward your target. Will you need 60%, 75%, […]

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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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