If you bought a home in the US in the past few years, a period when mortgage rates surged to their highest levels in more than two decades, you probably had a plan: “Date the mortgage rate and marry the house.” The time to break up with your current rate for a lower one may be approaching — but you’ll want to read the fine print closely before autographing a new deal.
About us
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor, Member SIPC sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, GA, HI, IL, MA, MN, MO, NV, NJ, PA, TX, WA.
- Website
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https://www.pfc.la/
External link for Premier Financial Consultants LA
- Industry
- Financial Services
- Company size
- 1 employee
- Headquarters
- Sherman Oaks, California
- Type
- Privately Held
Locations
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Primary
4312 Woodman Avenue
Suite 200
Sherman Oaks, California 91423, US
Updates
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As we approach the end of the year, we're coming up on some important year-end deadlines. These deadlines affect taxes, savings, and perhaps, your financial future. Here's a simple guide to help you stay on track: https://lnkd.in/g2e2zwtU
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Using the three mental models outlined, discover how to enhance your retirement planning and become a better decision maker.
Think Smart, Retire Smarter: 3 Mental Models For Retirement Planning
advisorstream.com
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Did last week's election have any impact on the markets? Find out here: https://lnkd.in/gURU4659
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As you approach retirement, it’s important to develop a retirement income strategy. Developing tax-efficient retirement withdrawal strategies to plan your income stream should be an annual process. Each year your taxable income will change, and potentially your living expenses. The tax code has also changed repeatedly in the last 10 years, so it's important to make sure your withdrawal strategy is current with the latest rules. Read more here: https://lnkd.in/g_QmGDzY
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This Veterans Day, we extend our deepest gratitude to the brave men and women who have served our country. Your courage and dedication inspire us every day. As financial advisors, we are committed to helping our veterans and their families work toward financial security and peace of mind. Thank you for your service and sacrifice. #VeteransDay #ThankYouVeterans #FinancialFreedom
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There are a few factors that you can assess to help you determine what may be right for you.
6 Factors To Help You Determine Your Ideal Retirement Age
advisorstream.com
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Our Weekly Market Commentary is designed to give you the most important market updates and trends in an easily digestible read. Learn more here: https://lnkd.in/gURU4659
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Is 62 your lucky number? If you're eligible, that's the earliest age you can start receiving Social Security retirement benefits. Although collecting early retirement benefits makes sense for some people, there's a major drawback to consider: If you start collecting benefits early, your monthly retirement benefit will be permanently reduced. So before you put down the tools of your trade, there are some factors you'll need to weigh before deciding whether to start collecting benefits early. https://lnkd.in/g_QmGDzY
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Check out this Q&A about retirement saving and spending.
Save 25 Times Your Expected Retirement Spending, and Other Advice From a Pro
advisorstream.com