Wealth Financial Group West

Even in a crisis situation, it is often prudent to keep investing for your future. Here’s how you can decide if and how much to invest for retirement. https://bit.ly/34pSYx8

Today is a good day to remember that you won’t have to work forever. Come talk to us to see if your retirement strategy is putting you on course to meet your goals. Visit https://bit.ly/3prKxZf to learn more.

Let’s retire the word retirement, which conjures images of rocking chairs and sunsets. Today, it’s all about achieving vocational freedom, a place where work is optional and life is an adventure. https://bit.ly/36OpmdF

Preparing for retirement doesn’t have to be difficult or complex. Even if you don’t have a detailed plan for retirement in place, taking small steps now can make a big difference as you approach retirement. https://bit.ly/3i27pg1

Happy Valentine’s Day! We hope you are able to enjoy it with someone special in your life.

Each person’s situation is unique and there is no ‘one size fits all’ retirement strategy. But knowing yourself and your emotions can help make a positive difference in the success of your retirement plan. https://bit.ly/3rcbGAN

Social Security benefits play an important role in retirement security, and they are being impacted by current events in several ways. https://bit.ly/3onqVGe

Question: Why didn’t the ghost dance at the Halloween party? Answer: Because he had no BODY to dance with! We hope everyone got a little laugh from our joke and has a happy Halloween!

Thinking about relocating once you retire? https://www.forbes.com//choosing-a-place-to-retire-facto/

7 tips to help you pay off your credit card debt. https://money.com/how-to-pay-off-credit-card-debt/

Start seeing retirement as a new beginning! https://www.forbes.com//retirement-the-end-or-a-new-begi/

Not all 401(k)s are created equal- Some come with more control than others! https://www.kiplinger.com//not-all-401ks-are-alike-sdbas-c

These places all sound wonderful! https://www.forbes.com//the-best-places-to-retire-in-2020/

How to use home equity in retirement. https://www.msn.com//how-to-use-home-equity-in/ar-BB18Dvy4

10 things you need to know about Medicare! https://www.msn.com//10-things-you-need-to-kno/ss-BB18z72G

Stocks making the biggest moves in the premarket. https://www.cnbc.com//stocks-making-the-biggest-moves-in-t

We are a local financial services firm located in Costa Mesa, California. Our goal is help you achieve your retirement dreams. Schedule a complimentary retirement consultation with us to find out how you may make your retirement dreams your reality. Call (714) 617-4394 or visit https://bit.ly/3iF40SP to schedule your appointment.

The coronavirus is another reason why a Roth 401(k) may be right for you. https://www.kiplinger.com//covid-19-adds-even-more-incenti

Best smart home devices for your money, according to tech experts! https://money.com/best-smart-home-devices/

Here’s some advice for when you’re working with a Financial Advisor virtually. https://www.kiplinger.com//tips-for-working-with-a-financi