Ignite Your Passion For Tomorrow™
Five Easy Steps to Financial Success, with
Charles F Farrell
Professional Money Manager & Financial Advisor
Our Third Decade Serving Families and Businesses in Orange County
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Being healthy not only makes you feel good, it may also help you financially.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
All about how missing the best market days (or the worst!) might affect your portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Around the country, attitudes about retirement are shifting.