31194 La Baya Drive
Suite 100
Westlake Village, CA 91362

Rick Norkin

(805) 370-1444

 
Your DNA Test Your DNA Test Social Security: By the Numbers Social Security: By the Numbers To Buy or Not to Buy To Buy or Not to Buy Rightsizing for Retirement Rightsizing for Retirement

Will you outlive your money?  My new goal-based planning service can help answer that question and many more, usually in 30-minutes, with simple, easy to understand reports. 



                                     Watch Sailing and Rowing - An Investment Strategy for Today

There are times to take advantage of the market environment and times when the priority is simply to avoid market risk. That is why a flexible approach to investing that is designed to adapt to changing market conditions is needed. Asset Allocation is not dead but it is evolving.  Many advisors use strategies that are stuck in the 90's.  Learn more about the Managing 21st Century Volatility and change the way you think about Asset Allocation with a quick click by watching: 

                                           "The Case for Intelligent Diversification".

For more information go to the "Resources" tab above.  Learn more about the evolution of asset allocation and portfolio construction as well as meeting two of our strategic part.

 

Helpful Content

Your Personal Recovery

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Doubling Your Money

Doubling Your Money

This calculator demonstrates the power of compound interest.

Life and Death of a \$20 Bill

Life and Death of a \$20 Bill

How long does a $20 bill last?

 

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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The U.S. Credit Downgrade

This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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