We specialize in helping plan, manage and monitor your retirement wealth.

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Retirement
Planning
STEP 1: Create
  • Determine
  • Diagnose
  • Develop
  • Decide
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Wealth
Management
STEP 2: Implement
  • Income
  • Investments
  • Insurance
  • Inheritance
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Progress
Reviews
STEP 3: Monitor
  • New Year
  • Mid-Year
  • Year-End
  • As Needed
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Recent Posts

May 21, 2018

Tackling Trade & Treasuries – May 21, 2018

Major domestic indexes went down last week after all three gained more than 2% the previous week.  The S&P 500 dropped 0.54%, the Dow gave back 0.47%, and the NASDAQ lost 0.66%.  International stocks also stumbled; the MSCI EAFE decreased by 0.61%. Two familiar topics were on many investors’ minds last week: trade and treasuries. Here is a recap of the key details and their market impacts. Read More
May 21, 2018

Can You Retire in Five Years?

The last five years before you retire may be some of the most critical years in terms of retirement planning, because you must determine within that period whether you can truly afford to quit work. The determination will hinge heavily on the amount of preparation you have done to date, and the results of such preparation. If you are financially prepared, then you may just need to maintain your program and continue on to your retirement goal. If you are not financially prepared, then you may be looking at more than five years of a modification to your planned retirement lifestyle. Read More
May 17, 2018

Giving Back With Planned Philanthropy – Updated

Charity. It’s just a 3-syllable word, but it reaffirms the deeper side of the human heart: its innate desire to sacrifice for love’s sake, its selfless acts of improving the lives of others, its humble expressions of caring and compassion. This is where life ought to begin. We give away what we hold valuable. We relinquish our right to material gain for the sake of others. We exchange our good fortune for the benefit of the suffering, the hurting, the downcast. We give freely to build, to heal, to conquer. Read More
May 21, 2018

Examining Qualifying Longevity Annuity Contracts in 5 Easy Steps

What is a QLAC (Qualifying Longevity Annuity Contract)? A QLAC is a type of fixed income annuity that has special attributes and is held in a retirement account. Read More
May 3, 2018
Chris Cordoba Guest IRA Expert - Ed Slott

Putting IRAs into a Bucket Plan

Christian Cordoba is featured as a Guest IRA Expert in Ed Slott's IRA Advisor Newsletter discussing special considerations with IRAs in a bucket plan. Read More

Retirement is a Journey, Not a Destination.

Travel With Confidence.

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Chart Your Retirement Journey Today!

At California Retirement Advisors (CRA) we are dedicated to providing personal retirement plans and wealth management services to help meet the multifaceted financial demands of retirement today. Navigating the financial challenges to help ensure a safe journey requires the organization and integration of your income, investment, insurance and inheritance planning needs by a team of trusted advisors.

If you don’t have the time, knowledge or desire to do it on your own, and want to learn more about our retirement planning services, call 310.643.7472 or Contact Us to request a consultation today!