File-and-Suspend, Suspended When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

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

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you what they are?

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

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.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

Protecting Those Who Matter Most

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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.

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

View all videos arrow