FAQs Critical Illness Insurance FAQs Indexed Universal Life Insurance FAQs Fixed Indexed Annuities FAQs Life Insurance FAQs Long Term Care Insurance FAQs Medicare FAQs BACK TO RESOURCES HOMEPAGE Request an appointment To request an appointment, fill in the contact form or call us at (310) 377-0668 Contact Us About Us Financial Services Insurance Services Resources WEEKLY NEWSLETTER Getting Ready for Retirement ChecklistThe Most Important Ages of RetirementSocial Security Benefits Changes in 2025: What You Need to Know for Smarter Retirement and Tax Planning IRA ARTICLES The One Big Beautiful Bill Act (OBBBA) and SEP IRAs: Today’s Slott Report MailbagTrump Accounts – A Hot New Bombshell Enters the Tax-Advantaged Account VillaLast Week in Chicago