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
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Couples may be able to head off many of the problems in a marriage that money can cause.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Your credit score may influence how much you pay for auto and home insurance.
At what point can you call a personal vehicle commercial?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
What is your plan for health care during retirement?
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.
What does your home really cost?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”