Are You Retirement Ready?
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.
I’m Edward Martell, an independent financial advisor who understands the many concerns individuals and families face as they prepare for retirement. Whether that is five or fifteen years away, my goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through my comprehensive approach, I develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. My mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. I treat my clients with respect and make the effort to educate them about their financial future. When clients work with me, I treat them as I would like to be treated. Based in Fountain Valley, CA, I serve clients throughout the United States.
Start preparing for tomorrow’s retirement today by contacting me to learn more about my complimentary, obligation-free meetings.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Rightsizing for Retirement
What does your home really cost?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
The true cost of raising a child may be far more than you expect.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A bucket plan can help you be better prepared for a comfortable retirement.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
A special needs trust helps care for a special needs child when you’re gone.
How does your ideal retirement differ from reality, and what can we do to better align the two?