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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Considering buying a home and want to know what your monthly payments would be? CLICK HERE to see a mortgage calculator.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here are six flags that may make your tax return prime for an IRS audit.
A letter of instruction provides additional and more personal information regarding your estate.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Making the most of surprises is a great reason to work with us.
There’s an alarming difference between perception and reality for current and future retirees.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Savvy investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.