Your Secure Retirement Inc.
California Financial and Insurance Services
You worked and saved your entire life so you could enjoy your retirement. However, now that it’s time to enjoy the fruits of your labor, you are faced with many difficult questions about your financial security:
- Am I going to outlive my money? What level of estate planning is necessary for my situation?
- Will my kids get clobbered with taxes when they inherit my assets?
- If necessary, will I be able to afford a nursing home? Will a catastrophic illness wipe out my life savings?
- Am I getting a good return on my investments?
- Is my money safe?
Your Secure Retirement, Inc. was founded by Carol Ward to provide people like you with straightforward guidance. These days, people are bombarded with mailers, phone calls and seminars offering everything from reverse mortgages to today’s hottest mutual funds. You don’t need to be overwhelmed by all the choices. Your Secure Retirement, Inc. will help you cut through the confusion and identify opportunities that are appropriate for your situation.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Can you keep up with your children’s mobile slang?
Even low inflation rates over an extended period of time can impact your finances in retirement.
When to start? Should I continue to work? How can I maximize my benefit?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Even low inflation rates can pose a threat to investment returns.
Women must be ready to spend, on average, more years in retirement than men.
Investors seeking world investments can choose between global and international funds. What's the difference?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
It’s never a bad time to speak with your financial advisor about changes in your situation.