Talk to Lance! Lance has answers!
Talk to Lance about your retirement!
Questions on how to retire in the face of this gut wrenching stock market?
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Are you over age 59/12 and been working for the same company for over 10 years?
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Received an early retirement offer?
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Frightened as how to put together a retirement plan in the face of so much uncertainty after years of working?
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Already retired but need a second opinion on your retirement portfolio?
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Need a plan for monthly income in retirement?
Lance has answers. Talk to Lance.
Call Lance now! 619-282-2288 Ext. 105. Call Lance anytime day or night.
Lance has answers! No account size too small.
Newsletters
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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Sticker Shock May Drive Consumers to Used Cars
As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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Give and Receive with a Charitable Remainder Trust
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.