Busting the Bubble Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire?

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. 

Find out why our objectivity, independent research, state-of-the-art technology, and integration with your existing financial professionals makes us stand out. (Learn More)

 

We are committed to your long-term success. We will help you develop and execute a strategy tailored to your goals and one to help increase your wealth over time. (Learn More)

 

Wealth Vision is an advanced technology tool that enables you to monitor all of your finances from a single central portal. Accessible through any computer, cell or tablet. (Learn More)




 

 

Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

View all videos arrow