Thank you for being a valued client of SCE FCU Wealth Management and LPL Financial.
LPL Financial provides an integrated platform of independent research, technology, brokerage, and investment advisory services to over 13,500 financial advisors as the nation’s largest independent broker/dealer,* with over $400 billion in brokerage and advisory assets under management as of September 30, 2013.
SCE FCU Wealth Management is available to all members of SCE FCU branches and the parent employer group, Southern California Edison.
* As reported in Financial Planning magazine 1996-2014, based on total revenues.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Is your estate in order? This short quiz may help you assess your overall strategy.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Have you explored all of your choices when it comes to managing your taxable income?
Learn how to harness the power of compound interest for your investments.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Smart investors take the time to separate emotion from fact.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.