Mar
29

The Future is Now

posted on March 29th 2017 in LA/OC CFP Team Posts with 0 Comments

Many people focus on how much money they need to accumulate so they can stop working. The question then becomes, “How do I get there?” Most of us contribute to a 401(k) at work, but often just enough to capture any employer matching funds. Let me tell it to you straight. If you are contributing […]

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Feb
26

Income In Our Golden Years

posted on February 26th 2017 in Market Commentary with 0 Comments

As adults, we know the importance of saving for retirement. It’s really easy. Just set up an automatic withdrawal from each month’s paycheck and direct it into a retirement account. What becomes trickier is the amount we should be saving and how we should best invest it. But what happens as we enter retirement? We’ve […]

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Nov
15

Stock Option Mistakes When You Leave Your Employer

posted on November 15th 2016 in LA/OC CFP Team Posts with 0 Comments

Back in the 1980s, it seemed only Fortune 500 executives received stock options.   Boy, have things changed! Today, employees of many firms, large and small, have received stock option grants.   When it’s over, it’s over In most cases, employees have up to 10 years to “exercise” their options and thereby capture the economic […]

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Sep
04

Don’t Sweat the Headlines

posted on September 4th 2015 in Market Commentary with 0 Comments

Volatility Can be Managed In last month’s market commentary, we talked about looking past scary headlines. It’s easy to say when stocks are holding up or moving higher, but a jarring correction may create uneasiness. We are reminded of a comment by John Bogle, retired CEO and founder of the mutual fund giant, The Vanguard […]

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Sep
04

Manage the Manager

posted on September 4th 2015 in Your Career with 0 Comments

In an ideal situation, employees would love their day jobs, be content with their job titles, and never struggle for growth. However, let’s face the facts — not all career situations are ideal. With a great job comes more responsibility and 9 times out of 10, you face less than ideal obstacles.  According to psychologist […]

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Apr
06

An American Retirement Crisis? By Charles L. Stanley CFP® ChFC® AIF®

                  The National Institute on Retirement Security (NIRS) recently released a public opinion research report that found that an overwhelming majority of Americans – 86 percent – believe the nation faces a retirement crisis. Some of the findings are: Some 86% of respondents agree that the nation […]

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Jun
18

Retirement Plans for Business Owners- Radio Show

posted on June 18th 2014 in Your Financial Advisor with 0 Comments

Retirement Plans for Business Owners June 18th, at 1:00pm. Morgan and Scott talk about retirement plans for business owners. Think it’s just “plug and play”? Think again. Business owners can be held personally liable for problems with their plans. Gain insight into how to best select, compare, and manage your company retirement plan.

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May
23

For the Solo Entrepreneur, a SEP-IRA, or a Solo 401 (k)

For the successful solo business person with no employees, but maybe a spouse, choosing the best option for retirement savings is important.  You want to be able to set aside the greatest amount with the options that are important to you.  People in this category are often consultants or solo professional practitioners of some sort. […]

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