Phone: (866) 688-9020
Email: [email protected]

1906 W. Garvey Ave S. Suite 200 West Covina, CA 91790

“Maximizing Your Investment Portfolio with Bonds: A Complete Guide”

Investing in Bonds: A Comprehensive Guide Bonds are often considered safe, low-risk investments. By purchasing a bond, you’re effectively loaning money to the issuer—usually a corporation or government agency. This allows these organizations to raise capital for various projects and initiatives. The upside for investors is receiving regular interest payments during the bond’s term. Here, […]

“A Complete Guide to Buying and Saving on Pet Insurance”

Understanding Pet Insurance: A Comprehensive Guide The love of a pet is priceless, but veterinary visits can be costly. Whether your pet faces a medical emergency, a serious illness, or just needs a routine checkup, pet insurance can help manage these expenses. Pet insurance covers eligible costs from vet visits, but the specifics can vary […]

The Rule of 55: Unlocking Your 401(k) Early Without Penalties

Understanding the Rule of 55: A Path to Early Retirement Planning for retirement is a crucial aspect of financial management, and understanding the various provisions and rules can significantly impact your retirement strategy. One such provision is the Rule of 55, an IRS regulation that allows certain individuals to access their 401(k) savings without incurring […]

“Exploring Bank Account Bonuses: Tips and Benefits for New Customers”

Unlocking the Benefits of Bank Account Bonuses In today’s competitive financial landscape, banks and credit unions are constantly seeking innovative ways to attract new customers. One of the most enticing methods they employ is offering bank account bonuses. These bonuses can range from $50 to $1,000, providing a significant incentive for individuals to open new […]

“How to Successfully Share Finances with a Partner or Roommate”

Opening a Joint Account: A Comprehensive Guide for Couples and Roommates Sharing finances can be a significant step in any relationship, whether you’re moving in with a partner or sharing a space with a roommate. Opening a joint account can simplify managing shared expenses, but it’s essential to understand the implications and protect yourself before […]

“Maximizing Retirement Savings Without Employer-Sponsored 401(k)”

How to Save for Retirement Without a 401(k) The 401(k) is perhaps the best-known retirement fund. The money you put into these employer-sponsored accounts is tax-deductible, which reduces your taxable income today. Your funds then grow tax-free, and you might get an employer match to boot. But where does that leave folks who don’t have […]

A Comprehensive Guide to Stock Options and Their Value

Understanding Stock Options: A Comprehensive Guide Stock options are an intriguing way to invest and potentially make money in the stock market. However, they come with their own set of complexities and risks. In this blog, we will delve into what stock options are, how they work, and how to calculate their value. If you’re […]

Navigating Medicaid: Income Limits, Coverage, and Application Process

Understanding Medicaid: A Comprehensive Guide If you’re young, healthy, and employed, you likely receive your health insurance through your employer or your spouse’s employer. However, for more vulnerable populations, the government offers affordable, subsidized health care coverage. One such program is Medicaid, a crucial resource for millions of Americans. How Does Medicaid Work? Health insurance […]

Fill in the form below and one of our representatives will contact you.

Contact Information

(866) 688-9020 [email protected]

Opening Hours

Monday – Friday 9am-5pm 
Weekend – Closed

Address

1906 W Garvey Ave Suite 200 West Covina CA 91790