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.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
As our nation ages, many Americans are turning their attention to caring for aging parents.
There are things about Social Security that might surprise you.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
There are things you can do to keep yourself safe when you lose your wallet.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Have you explored all of your choices when it comes to managing your taxable income?