Lucy Barrera
575 Anton Blvd., Suite 900
Costa Mesa,
CA
92626
Phone:
- 818.259.8305
Fax:
- 844.556.4280
Complimentary E-Newsletter
Contact me if you would like to be added to my Free eNewsletter. You will receive a complimentary legacy planning guide for signing up.
Free eNewsletterNewsletters
-
Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
-
Is It Time to Step Up Your Digital Marketing?
Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?
-
HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
-
HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,433.48 | +0.17% |
| NYSE Composite | 12,765.84 | +0.29% |
| AMEX Composite | 2,137.31 | -0.19% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.