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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HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
A look at the issues behind the trade war with China, as well as who will carry the costs of the tariffs and the potential effect on the U.S. economy.
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HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
This article looks at some of the reasons behind the manufacturing slowdown and what it might mean for the broader U.S. economy.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
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 70½.