Understanding Today’s Financial Environment
Welcome, we are Edward Oxford and Roberto Guzman, financial consultants in Cerritos, California. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (562) 741-3670.
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Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Understanding the economy's cycles can help put current business conditions in better perspective.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
It may help your business be better prepared in the event of the death of a principal or key employee.
Here's a breakdown of how the federal government spends your tax money.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Even low inflation rates can pose a threat to investment returns.
Are you ready for retirement? Here are five words you should consider.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.