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Financial Planning Outline 09/2019 by Delia Fernandez, MBA, CFP

Laguna Niguel Seniors Club Newsletter – Special Workshops Announcement – August 2019

Equity Investing by Michael Allbee – Senior Portfolio Manager – May 2019

One of the biggest decisions retirees have to make is how they are going to protect their health.

Lacking the skills needed to make informed financial decisions hurts individuals and the economy. What can advisers do to help?

Here’s a look at the benefits of philanthropy for clients over age 65.

Advisors focus too much on the tax angle of philanthropy; there is a differentiating opportunity to help clients measure their charitable impact as well.

Across generations, a new marker for success seems to be emerging: the desire to give money away.

Steps to take before a health crisis threatens a client’s family’s wealth and unity.

Medicare must cover skilled care and therapy when they are “necessary to maintain the patient’s current condition or prevent or slow further deterioration.”