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16531 Bolsa Chica St. #250
Huntington Beach, CA 92649
(714) 840-9283 


 
Social Security: By the Numbers

Select your Life Stage below to learn more:

Getting Started: 20s & 30s

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Accumulation: 40s & 50s

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Distribution: 60s & Beyond

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We're there for you

We understand that everyone’s needs and goals are different. That’s why we customize your financial and retirement plan to meet your unique challenges. If you are unsure about 529 College Funds, Mutual Funds or Index Annuities - our personalized services help take the mystery out of preparing for your future. We always strive to provide the knowledge and support you will need through all your Financial Life Stages. We’re there for you.

 - Ken Earwood, President 

Retirement

Calculator

Assess your retirement plan and how to potentially improve your retirement outlook

Retirement Calculator

401(k)

Calculator

Compare employee contributions to after-tax Roth 401(k) and current tax-deductible 401(k)

401(k) Calculator

Annuity

Calculator

Compare potential tax advantages of saving in annuity vs. account with yearly interest taxes

Annuity Calculator

Helpful Content

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Sit, Stay, Rollover: A Guide to IRA Rollovers

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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