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
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
When Markets React
When markets shift, experienced investors stick to their strategy.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?