Tag Archives | orange

Financial Advisors New Conflict of Interest

By Daniel S. Romero CFP®, AIF® Orange County, Financial Planning, CA 3/25/13 – Certainly we are biased, but we prefer the independent model for in bringing unbiased advice to our clients.  LPL Financial has done a great job of limiting conflict of interests that you may find in other firms.  This article touches on how [...]

Talking to Mom About Alzheimer’s and Her Money

By Melissa Levin, CFP®, CFS Orange, Long Term Care, CA – The statistics on Alzheimers is scary.  One in eight people that are over the age of 65 have this disease and 43% of people over age 85 have the disease.  Children in their mid to late 50′s are starting to see memory loss in [...]

Medicaid Gets Harder to Tap

As you are probably aware, I am a BIG believer that Long Term Care Insurance is a BIG part of your retirement plan.  Many people assume that MEDICARE will cover expenses if they need someone to come in the home to help out – or if they need to go to a nursing home.  Medicare [...]

Apartment demand drives commercial building rebound

Is Real Estate part of your portfolio?  Here’s some insight as to what’s going on in the multi-tenant market… Please click on this link to read the article: http://articles.latimes.com/2012/apr/22/business/la-fi-commre-comeback-20120422 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendation for any individual.  To determine [...]

State lacks doctors to meet demand of national healthcare law

by Greg Levin, CFP® Tustin, Health Insurance, CA, 2/20/13 – Would you see a nurse practitioner or a physician assistant instead of your regular doctor? Would you want your pharmacist or optometrist to act as your primary care provider to manage a chronic illness? As California implements the health care reform, one of the biggest [...]

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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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