Blog

October 6, 2017

Advisors Gain An Edge As Anti-Fraud Advocates

Part of a financial advisor's job is to alleviate a client's anxiety about money.  Now more than ever, a related anxiety involves losing money to fraudsters. Read Full Article
October 6, 2017
Advisors Magazine

Advisors Magazine: “Helping investors sort through information overload”

Making financial decisions always has been difficult, but the Internet’s democratization of information should allow investors to more easily make informed choices, right? Read Full Article
October 6, 2017
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Southbay Magazine: “California Retirement Advisors”

California Retirement Advisors is an independent wealth management firm specializing in the retirement planning needs of successful professionals, business owners and retirees. Read Full Article
October 6, 2017
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American Express: “5 Futuristic Technologies That Could Change Small Business”

The constant tide of advancements in futuristic technologies are helping provide small-business owners with an increasingly level playing field. Read Full Article
October 6, 2017
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Yahoo Finance: “How to Pick a Great IRA”

Opening an IRA is a logical choice for those without a 401(k) or similar workplace account to store their retirement money. IRAs offer tax incentives that make them an attractive place to park money. Read Full Article
October 6, 2017
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U.S. News & World Report: “How to Pick a Great IRA”

Opening an IRA is a logical choice for those without a 401(k) or similar workplace account to store their retirement money. IRAs offer tax incentives that make them an attractive place to park money. Read Full Article
October 6, 2017
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Financial Planning: “Lock box in the clouds provides peace of mind”

Storing information and managing its storage is critical to a financial advisor’s behind-the-scenes success. Read Full Article
October 6, 2017
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Financial Planning: “Technology to help tame the complexities of risk”

Helping clients plan for retirement is a much more sophisticated process than building an appropriate portfolio. Read Full Article
October 6, 2017
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Life Health Pro: “The fight against fraud”

In a small condo in Los Angeles, in the shadows of Hollywood, an 82-year-old retiree named Ron* lived alone. No kids, no wife, not even an ex to pester him with an outdated honey-do list. Read Full Article
October 6, 2017
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Life Health Pro: “How advisors can protect their elder clients against financial fraud”

Today, June 15, 2015, is World Elder Abuse Awareness Day. To put a spotlight on the importance of the day, we've contacted advisor Christian Cordoba, president and founder of El Segundo-based California Retirement Advisors, who helped an elder client of his work through a very difficult fraud situation. Read Full Article
October 6, 2017
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The Beach Reporter: “Beach City Business”

The Los Angeles Community College District and El Camino College have joined The Green Hive to seek funding for two new locations in Southern California. Read more.
September 27, 2017
10 Questions to ask your financial advisor

10 Questions to Ask Your Financial Advisor

The 10 most important questions to ask your financial advisor. Read More
October 5, 2017

5 Things Retirees Should Know About Social Security Benefits

For most Americans, Social Security will provide a significant portion of their income in retirement. One of the biggest mistakes today's retirees can make is to underestimate how important Social Security is to their retirement income strategies.
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October 5, 2017

6 Retirement Questions Government Employees Should Be Asking

As financial professionals who specialize in helping government employees transition from work to retirement, we understand that you may have questions about when and how you can retire. This special report addresses some common questions and presents some strategies to help you prepare for a more comfortable retirement. Read More
October 5, 2017

9 Investment Pitfalls

Few words better characterize today's financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead.
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October 5, 2017

401(k) Action Steps to Take Now

Research shows the average American employee switches jobs 11 times before retiring. Job changes means many Americans have old 401(k) plans that may not be allocated properly to help to prepare them for retirement.
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October 5, 2017

5 Retirement Mistakes Small-Business Owners Make

As a business owner, you face unique challenges and opportunities when building your financial future. This special report provides insights on mistakes to avoid and steps to take for building the retirement you desire-while managing your myriad responsibilities. Read More
October 5, 2017

Giving Back with Planned Philanthropy

Success in life is about more than amassing wealth. It is about the conscious legacy you leave behind for your loved ones, community and society. We created this special report to share some of the financial and social benefits of a proactive approach to philanthropy. Read More
October 5, 2017

Preparing For a Satisfying Retirement

Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities and help improve your prospects for a comfortable retirement. Read More
September 27, 2017
05 Financial Mistakes Physicians Make

5 Financial Mistakes Physicians Make

And How to Help Avoid Them
Physicians have unique needs as investors and face special challenges because of higher liability risks, complex financial situations, heavy student-loan debt, and above-average income. Read More
September 27, 2017
Women and investing

Women and Investing – A Financial Guidebook for Women

Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives. Read More
September 27, 2017
2017 Tax Planning

2017 Tax Planning

Time to Plan Your Year-End Taxes The simple word “taxes” can make people squirm as they think about all the details they need to address. But, with some forward-looking planning, managing your taxes doesn’t have to be as difficult as it can seem. Read More
September 27, 2017
5 Brexit Takeaways

5 Brexit Takeaways for US

Great Britain shocked the world by voting to exit the European Union (EU) on June 23rd. This ‘Brexit’ is unprecedented, and the anxiety around what happens next is stoking volatility in global financial markets. Here are five guidelines to help U.S. investors chart a course through the uncertainty. Read More
September 27, 2017
Six critical social security facts

6 Critical Social Security Facts

If you are like most Americans, Social Security may provide a significant portion of your income in retirement. According to Social Security Administration (SSA) statistics, Social Security benefits account for about 36 percent of retirement income for the average American. One of the biggest mistakes today’s retirees can make is to underestimate the importance of Social Security in their retirement strategies. Read More
September 27, 2017
7 principles of long term investing

America’s Retirement Crisis

Facing Threats to Retirement Prosperity
America is facing a serious retirement crisis: many Americans are not confident that they will be able to enjoy a comfortable retirement, and many retirees face longevity risk, or the danger of outliving their life savings. Read More