Lessons Learned as a Financial Advisor

Most of the lessons we have learned as Advisors is how we turn communication into actionable and successful plans to reach your goals. How we utilize resources for your benefit and the process that takes place, provides us with insight on how to best serve you, our clients. Financial Advising is both an Art and a Science.

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Book Review 1 -
Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement

Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement
By Wade D. Pfau, Ph.D., CFA

Reverse Mortgages are a financing tool that have largely been ignored by retirement and financial planning professionals because of the negative connotation from years past. Dr. Pfau was interested in exploring this untapped resource and how it may fit into a retirement plan in a beneficial way and aren’t inherently a bad idea. The countless hours he spent researching reverse mortgages is apparent.

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Financial Literacy #4: How to Build Your Nest Egg

During your income-earning years, maximize your retirement plan contributions to build your nest egg and retirement savings:

401(k)

A 401(k) plan is a retirement savings plan sponsored by your employer, which allows you to save and invest part of your paycheck before taxes are taken out. Many employers offer an employer match, usually ranging dollar for dollar anywhere from 2-5% of your salary deferral (depending on the plan). If you elect not to participate, you essentially leave money on the table.

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Relationships and Money, Part IV: Divorce

Divorce is not only a strain on your emotional well-being but also your financial well-being. Many times we only focus on the emotional aspect of the split however, it is important to consider the long-term implications. Additionally, your financial rights are dictated by the state you live in. California is a community property state therefore assets will legally be split 50/50 unless a prenuptial agreement exists.

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Relationships and Money, Part II: Married Couples

Marriage is not just roses, chocolates and diamonds. Marriage is a business relationship that needs thorough discussion and often times compromises. When couples plan for possible scenarios in the future, everyone involved is protected and feels secure. There are several ways that couples can ensure healthy financial decisions pre and post nuptial.

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Pay Yourself First

Earlier this month, we discussed dollar-cost averaging as a strategy for investing which can offer you a higher average rate of return over the long-term and a seamless means of investing each month without too much pain for your wallet. Today, we will discuss the best way that you can achieve this strategy through the concept called “Pay Yourself First”.

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Estate Planning

What happens to all of the wealth you have accumulated after you pass away? That is Estate Planning—making a plan ahead of time to decide who will benefit from all you accumulated during your life. This concept has recently been highlighted by the passing of a music icon. Ms. Aretha Franklin passed away without having a will or a trust in place, meaning her estate and its beneficiaries will be decided through the public probate process. This can be lengthy and costly to an estate.

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Seasonal Cleaning and the New Year

Everyone likes spring cleaning – dusting off the cobwebs, cleaning the windows and letting the light shine through the windows, the freshness of spring and the renewal of the spirits. I’m a bit of an odd bird, though, I like to have that feeling of renewal at the start of every season and winter is no exception. Winter offers us a unique opportunity – like the dawn of a new day – the New Year offers us a fresh start, one that can be even more impactful than dusting off cob webs or even that new gym membership. Ultimately, you are pretty stuck inside anyhow.

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Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday

Benefits Management for Businesses

Attentive Investments provides benefit plan and investing management for businesses of almost any size.

Financial Planning and Investments for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors.

Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday


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