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We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

The Investment You Never Hear About

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If you think bonds are boring, think again! While this type of investment rarely gets mentioned, it will offer your portfolio critical protection during volatile times like these. Learn how you should diversify your portfolio with bonds in today’s podcast episode, and see the full transcript below.

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Why Is the Stock Market Going up & Will It Drop Again?

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We’ve witness some very strong gains in the stock market over the last few weeks – a welcomed change since the lows of March 23rd. The questions many investors have now are why? and will these recent gains last? Learn the answer to both in today’s podcast episode!

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What You Are Investing In

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Looking back at the past 50 years, we’ve seen crushing recessions, high unemployment, chaos and uncertainty, but throughout all the turbulence, the market has continued to go up. Coronavirus will be temporary, and despite the magnitude of the current health and financial crisis, remember that we will recover and prevail. In times of uncertainty, take…

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What Should Investors Do Now?

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Here are a few steps to help safeguard your portfolio and finances during turbulent times. By implementing these ideas, you may even come out ahead!

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Moving Out of a High Income Tax State

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Are you looking to move to a lower income tax state in preparation for retirement? Be sure to follow these basic rules to ensure you don’t get penalized in case of an audit!

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The Problem with the 4% Rule

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What happens if the market is volatile when you retire? Today’s podcast episode discusses a major problem with the 4% rule that all retirement savers and soon-to-be retirees need to be aware of. Listen now and read my latest column on Forbes for more details on the 4% rule.

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Everything You Wanted To Know About the Retirement Income 4% Rule

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Have you heard of the 4% rule? How much can you safely withdraw from your retirement portfolio and not run out of money? Is allocating 75% of your portfolio to stocks a risky move? In today’s episode of Financial Transitions, we’ll explore everything you need to know about the 4% rule. Learn how you can…

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Three Strategies to Increase Satisfaction in Retirement

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I’ve been working with retirees for over the last two decades. I’ve seen in the real world what leads some clients to experience more satisfaction and happiness in retirement than others. Also, in my pursuit of a PhD in retirement planning, I’ve read hundreds of research papers on retirement. In this episode of Financial Transitions,…

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The Top 10 Questions to Ask Your Retirement Financial Advisor

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Hiring a retirement financial advisor may be one of the most important financial decisions you can make. Working with an honest and experienced retirement financial advisor can make the difference between a mediocre retirement filled with financial fret and a fulfilling retirement filled with confidence. However, how can you find the best retirement financial advisor…

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A SURPRISING PROBLEM WITH DEFINED BENEFIT PENSION PLANS FOR SMALL BUSINESSES

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 I’ve written about the merits of defined benefit pension retirement plans for small business owners – especially those with no employees or those with husband/wife employees. These savings vehicles offer an opportunity to contribute much more to your retirement than an IRA or 401(k) and can help you significantly reduce your taxes. However, there…

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