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.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Knowing the rules may help you decide when to start benefits.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Why are 401(k) plans, annuities, and IRAs so popular?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It's easy to let investments accumulate like the junk in a junk drawer.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.