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
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Rightsizing for Retirement
What does your home really cost?