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 Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!