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Month: July 2025

A July Letter to Clients: 9 Tips on Purchasing and Financing Your New Home

Buying a home is a significant undertaking, but one that can be wonderfully rewarding.

Published July 29, 2025
Categorized as Louie Valdez of Thousand Oaks

5 Retirement Questions You Should Ask Yourself

If you are being presented with various pension options and aren’t sure how to proceed, let’s talk.

Published July 29, 2025
Categorized as Louie Valdez of Thousand Oaks

Recent Posts

  • A July Letter to Clients: 9 Tips on Purchasing and Financing Your New Home
  • 5 Retirement Questions You Should Ask Yourself
  • Is Now the Time to Convert your IRA into a Roth?
  • 5 Principles That Will Sharpen Your Skills as an Investor
  • Medicare – A Primer for Retirees

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