Financial Planning for College: Start Saving with Tax-Advantaged Accounts
Saving for your children’s education may be a challenge, but that doesn’t mean it isn’t doable. For best results, start early and use tax-advantaged accounts.
Read MoreFinancial Advisor John Odell, CFP® named Pasadena’s Face of Wealth Management
In its most recent issue, Pasadena Magazine has named John Odell of Arroyo Investment Group the face of wealth management for the Pasadena area.
Read MoreFinancial Planning for College: How Much Do You Need to Be Saving?
While most people recognize the importance of saving for their child’s education, many simply start saving without a specific goal. Learn more about costs and strategies in this article.
Read MoreWealth Management: Five Tips for Navigating Volatile Markets
With the recent increase in volatility, investors are reminded that investing does involve risk. Learn tips to make sure you and your portfolio are prepared for whatever comes next.
Read MoreAre Brand-Name Wealth Managers Hazardous to your Wealth?
Most people think brand names imply quality and safety. But what about when it comes to managing your money? Find out what you need to know to keep your money safe.
Read MoreWealth Management: Do You Need a Second Opinion?
If you’ve got a big health decision to make, you usually get a second opinion. If it’s standard practice for your physical health, shouldn’t that concept also apply to your financial health?
Read MoreLos Angeles Financial Planning: Don’t Forget to Take Your Property Tax Base with You
If you’re a Los Angeles homeowner with a low property tax bill, there’s a unique law that allows you to take your low property tax base to your next home. Learn how in this article.
Read MoreFinancial Planning for Los Angeles Residents: Dealing with the SALT Tax Limitation
If you’re a Los Angeles resident, the new state and local tax limitation (SALT) is probably going to impact your finances. Learn what might help you minimize the impact in this article.
Read MoreWhy Don’t More Financial Advisors Share Their Investing Track Records?
Investment performance results are easy to quantify, so why don’t most financial advisors share their investing track record? Learn more about this question and how you can evaluate a potential advisor’s investing skill and experience.
Read MoreFinancial Planning: 5 Reasons a Health Savings Account Is a Great Investment Vehicle
When it comes to financial planning, there is much more to health savings accounts than simply controlling health care costs. Here are five reasons an HSA could be a valuable part of your investment portfolio.
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