Financial Tips

Helping Teachers Plan

Learn about your IRA and how to make the most of it. #financialplanning #lifeplanning #love #knowledge #weareone #information #SimplifiedWealthManagement #PlanWithBob #WealthPlanningByBobChitrathorn #knowledgeisgreat

Info about Medicare

Small businesses have new reasons to consider the value of financial planning in working towards their business goals. Many owners are “bandonneurs” (a French word for “jack of all trades”) who may successfully wear many hats, but trying a DIY strategy for your financial planning may be a challenge even for the most diligent entrepreneurs. Consider why a financial professional might be of value in assisting you with steering your business toward long-term effectiveness. #coronacalifornia #financialadvisor #financialadvice #smallbusiness #entrepreneur #financialplanning

Most people looking forward to retirement anticipate years of relaxation and fulfillment after decades of hard work. But the reality of retirement is often far different. For many people, retirement may bring financial stress, uncertainty, and the fear of outliving their savings. It’s crucial to understand the current state of retirement preparedness to secure your own comfortable future. Here are some tips from our financial advisor. #corona #coronacalifornia #retirementplanning #retirementplan #retirement #financialadvisor #financialadvice #financialplanning

Both “YOLO” (you only live once) and “FOMO” (fear of missing out) mentalities tend to be prevalent among Gen Z and Millennials. These generations came of age during the Internet era, and many find themselves comparing their own blooper reels to others’ highlights. While YOLO and FOMO could spur you to live life to the fullest, these philosophies don’t always have a good influence on your finances. Prioritizing short-term gratification over long-term stability may leave you playing catch-up with more financially responsible and conservative investing peers. This is, ironically, just what YOLO and FOMO intend to avoid. Here is an explanation from our financial advisor of how YOLO and FOMO mentalities might influence financial decisions and some tips on managing the potential negative impact of these philosophies while still making the most of every day. #corona #coronacalifornia #financialplanning #financialadvice #financialadvisor

Some ideas on how to track down old retirement plans.

How to get your work place plans managed and working for you!

A long term care alternative. Prepaying for future hours.

Bob talks about tactics that could potentially help you maximize your social security income at retirement.

Summary of Acct View