Welcome to our Web site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports in our library.
We created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled financial planning professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning and to help you take a proactive approach to your personal financial situation. Our mission is to help clients take advantage of financial planning opportunities by providing them with three key tools:
1. A clear understanding of their financial goals.
2. A well-defined roadmap for achieving those goals.
3. Ongoing advice to help adjust their roadmap when their needs change.
My goal as a financial advisor professional is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, Our team can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.
To preview a short video on Investing For The Future;
Click Here: http://youtu.be/NhYeH0FrMdA
For questions about your specific situation, or if you want more general information, drop us an email at Scott.Goldstein@LFG.com or call us at (818) 540-6980.
We are located in Greater Los Angeles and we are here to help!
Newsletters
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?