Tag Archives | Rancho Cucamonga

How To Choose A Financial Advisor

By Daniel S. Romero, CFP®, AIF®, RF™ Orange County, Financial Planner, CA 2/13/13 – Choosing a financial advisor can be a life changing decision… for the good and the bad.  Sound, true and tested advice can prove to be the difference between achieving your retirement goals and falling short.  You’ll see stories on TV and [...]

Big Payoff in Non Traded REIT Deal

By Daniel S. Romero, CFP®, AIF®, RF™ Orange County, Investing, CA 2/11/13 – Due to the real estate market crash of 2007, a number of non-traded REITs have experienced a very rough ride.  With that said, due to the real estate market crash, there are also a number of REITs that are benefiting…  Investment News [...]

Young Will Pay More Under Obamacare

By  Greg Levin, CFP® Orange County, Group Health Insurance, CA – 1/29/13 – In 2014, older Americans will not be charged more than 3 times what young adults pay for their health insurance.  Normally insurance companies charge older Americans up to 5 times that amount. Older Americans tend to have far higher medical costs. Two [...]

The risks of a clash between China and Japan are rising

by Daniel S. Romero, CFP®, AIF®, RF™ Tustin, Economic Outlook, CA –  1/28/13 – Activity around the globe can have an impact on us here in the United States.  The Far east is currently seeing some tension escalating between China and Japan.  The Economist details what is happening… Please click the link below: http://www.economist.com/news/leaders/21569740-risks-clash-between-china-and-japan-are-risingand-consequences-could-be?fsrc=scn/tw/te/pe/dangerousshoals Tracking [...]

Social Security Expands Online Services

by Daniel S. Romero, CFP®, AIF®, RF™, C(k)P™ Orange County, Social Security, CA – 1/22/13 – A few years back social security made a move away from sending statements annually on your birthday, and made them available online.  There have been a few recent changes with their online services as detailed by Financial Advisor magazine: [...]

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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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