Author- Louie Valdez I have had the pleasure of assisting many of you for years. Others are newer clients. Our paths crossed via referrals, or we met through various professional organizations. There are many reasons why you’ve reached out to me for assistance. But there has generally been one common thread—the complexities that inevitably spring… Continue reading 5 Retirement Questions You Should Ask Yourself
Category: Louis Valdez of Westlake Village, CA
9 Tips on Purchasing and Financing Your New Home
Author- Louis Valdez Since the beginning of the year, I’ve covered several topics that span the financial planning spectrum. This month, I’d like to take a slightly different tack and discuss the ins and outs of buying a home. For many, it will be the biggest purchase you will ever make, one that is an… Continue reading 9 Tips on Purchasing and Financing Your New Home
Leaping ahead
As we head into the final lap, 2025 has been a banner year for stocks not just in the U.S., but around the world.
12 smart planning moves to consider as tax reform looms
Right off the bat, let’s talk about what’s on everyone’s mind–tax reform.