Dale Hancock, Financial Advisor in Lake Forest, CA

Equity volatility is on the rise as coronavirus weighs on markets. Cetera Investment Management analyzes the recent developments and what this means for your portfolio. https://h.ptsm.us/nGe2m

Now the 10-year countdown to your much-anticipated golden years begins. However, don’t turn on cruise control yet! http://ow.ly/U2FS30q8e2y

With no hidden conflicts of interest or quotes to fill, I act as your advocate, putting you first and doing all I can to help you realize your ideal financial future. http://ow.ly/WIlI30qcRB6

Finish your working years stronger than you started by completing these 10 things within 10 years of retirement. http://ow.ly/V1i930q8e10

Make 2020 the year to create (or update) a business succession strategy. Business2Community shares some tips @ https://h.ptsm.us/3rYY2X

Who will inherit your investments and bank accounts? MarketWatch notes why you should review beneficiary forms: https://h.ptsm.us/1yBrZo