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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
It's important to understand the pros and cons when considering a prepaid debit card.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When you’re married and have children, insurance needs will be different.
For many, retirement includes contributing their time and talents to an organization in need.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
What are your options for investing in emerging markets?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A bucket plan can help you be better prepared for a comfortable retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are things you can do to keep yourself safe when you lose your wallet.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.