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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Couples may be able to head off many of the problems in a marriage that money can cause.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
How will you weather the ups and downs of the business cycle?