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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
One way to find money is to examine your current spending habits and eliminate money wasters.
Knowing the rules may help you decide when to start benefits.
Second marriages are a trigger event to revisit any existing estate strategies.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What’s the deal with your yearly free credit report?
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Are you ready for retirement? Here are five words you should consider.
With alternative investments, it’s critical to sort through the complexity.
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
If you died, what would happen to your email archives, social profiles and online accounts?