Einstök Wealth Management
A fee-only Orange County California Registered Investment Advisor. As a fiduciary financial advisor, we offer investment management, tax planning, and retirement solutions.
Should you invest money or pay off debt? This is a common question that new clients ask us. There are two basic factors involved in answering this question: the mathematical factor and the psychological factor. Here’s what you need to know. The Mathematical Factor Every person’s situation is unique, but there are a few areas …
Estate planning is the proactive process of deciding how you want your assets and belongings distributed after your death. It encompasses not only who receives what, but also how your financial and healthcare decisions will be handled if you become incapacitated. Estate planning is often misunderstood as being just for the wealthy, but it’s a …
How much does the average person need in savings to retire? We’ll explore various scenarios, but make sure to read until the end for some positive findings from a recent study. Assumptions When we are running these scenarios, it is important to clarify our assumptions and the data we use. The quality of the results …
A Roth conversion can be a great way to save on taxes in retirement, but it’s important to avoid making common mistakes. In this article, we will discuss four of the most costly Roth conversion mistakes that can derail your strategy. Make sure you understand the implications of each decision before you convert your Roth …
Tax Planning Strategies for Retirement Join us for this limited-time investing seminar where retirement planning experts will share the strategies that can possibly help you save tens of thousands of dollars in retirement. FREE Webinar Do you know the future tax burden of your IRA, 401k, 403b, and 457 accounts? Are you prepared if taxes increase? Join …
Susan, age 62, who has recently retired, wants to make sure that her investments are managed in such a way that the income from her investments can fund her current lifestyle, now that she is no longer receiving a salary. She also wants to find an advisor she can trust to manage the day-to-day aspects of investment management, so she can focus on things she enjoys doing.
Jeffrey and Katherine. Ages 52 & 48. Jeffrey and Katherine want to make sure that their investments are managed in such a way that the growth from their investments and the income from their current salaries will allow them to retire when Jeffrey reaches age 60. Jeffrey is an executive at an established, privately-owned technology company, and Katherine has recently re-entered the workforce.
