Christina’s Corner

RETIREMENT & LONGEVITY   Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here’s a set of resolutions that can help ensure your long-term financial confidence. Update your […]

RETIREMENT & LONGEVITY   Some scenarios point to Yes, others say No. If a Roth IRA conversion means tax-free withdrawals in retirement and a more substantial inheritance for your heirs later on, it sounds like a no-brainer. But converting a traditional IRA to a Roth doesn’t make sense for everyone. Roth IRAs are funded with […]

We officially tied the knot, wedded, took the plunge, got hitched, became man and wife, GOT…MARRIED! With the cost of a wedding in mind, we originally proposed having an intimate courthouse wedding and we thought we were being very realistic and responsible for making that decision. The average cost of a wedding in Orange County, […]

ESTATE & GIVING   Review key market dates and timely financial planning tasks.  Market Closures Nov. 23: Thanksgiving Day Dec. 25: Christmas Day Dates to remember For deadlines that fall on a weekend, action may need to be taken by the preceding weekday. Oct. 1: Last day to establish a SIMPLE IRA plan or a […]