Lucy Barrera
575 Anton Blvd., Suite 900
Costa Mesa,
CA
92626
Phone:
- 818.259.8305
Fax:
- 844.556.4280
E-mail:
Complimentary Newsletter
Subscribe to my Monthly E-Newsletter to receive valuable tips and information regarding the strategies and options available for planning your retirement goals.
SubscribeDo You Know Who Your Beneficiaries Are?
Newsletters
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.