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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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.
It sounds simple, but paying yourself first can really pay off.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate the potential capital gains taxes due on your transactions.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.
There are nearly 1,200 ETFs available. Should you invest in them?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.