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
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Regardless of how you approach retirement, there are some things about it that might surprise you.
What’s the deal with your yearly free credit report?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The true cost of raising a child may be far more than you expect.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that vacation home, you invested the money?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you have causes that you want to support with donations? Here are three tips.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?