Tell Me About Your Health

A caring financial planner will talk with you about more than just money. Experience has taught Lupe Camargo how important it is to have discussions about health with her clients. “Tell me about your health.” In this brief video, she shares insights about how taking care of your health is just as important to a [...]

By |2019-08-14T15:24:34-07:00August 12th, 2019|Retirement, Video Blog|

Retirement and Required Minimum Distributions

Certified Financial Planner practitioner Mike Larriva talks about your retirement and required minimum distributions (RMDs). In this short video, he offers a quick planning tip that’s worth your time. Taking his suggestion could help make settling your affairs less complicated for your loved ones when you pass away. For a more in-depth explanation of your retirement [...]

By |2019-08-14T13:59:45-07:00March 21st, 2019|Retirement, Video Blog|

Save More for Retirement in 2019

The U.S. Treasury Department recently announced inflation-adjusted figures for retirement account savings. That means you can now save more for retirement in 2019. Individual Retirement Account (IRA) contributions up to $6,000 are allowed in 2019. That’s a bump of $500, after six years stuck at $5,500. The annual contribution limit for employees who participate in [...]

By |2019-08-14T13:59:46-07:00February 18th, 2019|Financial Planning, Retirement|

Consistent Saving is a Vital Habit

About 58 percent of Americans have less than $1,000 in personal savings, according to a recent survey by If we think about all the federal employees impacted by the current government shutdown, that means six out of 10 will likely experience financial difficulty due to this interruption in their incomes and lack of savings. [...]

By |2019-08-14T13:59:46-07:00February 4th, 2019|Current Affairs, Financial Planning, Retirement|

Understanding RMDs

When investors with retirement accounts turn 70 ½ years old, they should be aware of the required minimum distribution (RMD) rules regarding the type of retirement accounts they possess. Understanding RMDs will help you avoid high penalties from the IRS. Here are some things to keep in mind. The IRS requires that account holders of [...]

By |2019-08-14T13:59:50-07:00February 27th, 2018|Current Affairs, Retirement|

Retirement Age Rising

Legendary singer Tony Bennett, who at age 91 still tours and performs for live audiences, has quipped, “It’s too late to retire.” More and more, Americans seem to share Bennett's sentiment; they are postponing retirement and spending their golden years on the job. Recent studies show the average retirement age rising. Retirement Age Rising For [...]

By |2019-08-14T13:59:51-07:00October 23rd, 2017|Current Affairs, Retirement|