Understanding Today’s Financial Environment
Welcome, we are Edward Oxford and Pauline Wong, a financial consultant team in Long Beach, California. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (310) 704-2631.
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Helpful Content
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.