(818) 241-9061


Retirement Wellness

Staying healthy could save you some money.


How healthy a retirement do you think you will have? If you can stay active as a senior and curb or avoid certain habits, you could potentially reduce one type of retirement expense. 


Each year, Fidelity Investments presents an analysis of retiree health care costs. [...]

Continue Reading

What is Investment Planning?

When it comes to creating the financial future that you want, there are a lot of elements to think about both personally and financially. Though this thought can make your financial situation seem overwhelming and unmanageable, instead think of it as a variety of assets that can help you reach your goals. One of those [...]

Continue Reading

What is Retirement Planning?

If you ask if preparing for the future is important, most people would respond with a resounding “yes.” However, when it comes to actually preparing for the future, most don’t do so thoughtfully, intentionally, or strategically. Many believe that having a 401(k) is all they need — and it might actually be sufficient. Unfortunately, “hoping” [...]

Continue Reading

Some specifics about the “second act.”

Does your vision of retirement align with the facts?

Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.

Up to 85% of a retiree’s Social Security income can be taxed.

Some retirees are taken aback when they discover this. In addition to the Internal Revenue Service, 13 states [...]

Continue Reading

What is Estate Planning?

Estate planning carries connotations as being only for the financial elite — the rich and famous living in mansions in upscale neighborhoods. However, estate planning is for most everyone. It’s for each person, each family unit that has assets or pension- like benefits that will be managed when elder care is needed and eventually “broken [...]

Continue Reading

Wealth Management Basics

At Advisory Group West, we believe that strategic wealth management is essentially made up of three distinct elements: 

  • Asset protection
  • Diversified investments
  • Lifetime income plans

Each aspect important for healthy wealth management, supports potential achievement in each area and can ultimately allow you to make continuous progress [...]

Continue Reading

What Does a Personal Finance Advisor Do?

What Can a Personal Financial Advisor Provide Me? 

If you have a do-it-yourself mentality or have been managing your finances for some time, you may not realize the benefit of hiring a professional.  If you seem to be doing alright, why fix something that isn’t broken?

It’s little like doing your own taxes.   Doing [...]

Continue Reading

  1. Pages:
  2. 1
  3. 2