Yours, Mine, and Ours — A Couple’s Guide to Retirement Planning

While the reasons for earning two incomes may vary from couple to couple, these families often face a similar financial challenge: participation in separate retirement programs. As a couple, your combined retirement assets are not just limited to what you may have accumulated in your current employers’ retirement plans. You also need to consider any […]


Santa Ana, CA August 7, 2014— Melissa & Greg Levin from Romero & Levin Wealth Management, Inc. recently attended the LPL Financial 2014 Insurance Champions conference, an event for the “top 40” advisors of LPL Insurance Associates, which is an affiliate of  LPL Financial LLC, the nation’s largest independent broker/dealer, an RIA custodian, and a […]

Federal audit faults California exchange for lax enrollment practices

Covered California has been found to be lax verifying the eligibility of the consumers enrolling on the exchange. Auditors said the lack of controls very likely has inhibited the “ability to prevent the use of inaccurate or fraudulent information when determining eligibility of applicants for enrollment.” Most of the issues were related to verifying citizenship […]

Men paying 38% more for life insurance, on average

Equality in life insurance? Not according to a new study. Men pay on average 38% more than women for the same policy. The difference only grows as we age. Smokers also pay significantly more than non-smokers, up to four times more. Life insurance is cheaper to buy when you are younger and before you have […]

Helping to Care for Aging Parents

Many baby boomers are finding that their aging parents are in need of health care assistance. Luckily, there are many options available today to help your parents grow old gracefully, either in their own home or in a facility, and several ways that you can finance the costs of the care. If your parents are […]

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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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