Louie Valdez of Thousand Oaks Archives - Louie Valdez Thousand Oaks

Social Media-Best Practices

This is a post about best practices for using social media

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.

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.

Is Now the Time to Convert your IRA into a Roth?

If a Roth conversion is a path you may want to consider, let’s talk. Together, we can explore whether a conversion is right for you.

5 Principles That Will Sharpen Your Skills as an Investor

I share some of the basic building blocks that will put you on the path to becoming a lifelong student of investing.

Medicare – A Primer for Retirees

According to Fidelity, Medicare Part B (doctors) and Part D (prescription) premiums will account for about 43% of the dollars you spend on health care in retirement.

Estate Planning – Don’t Wait until it’s Too Late

Estate planning requires us to do something today that hasn’t happened yet.
Without a plan, your loved ones will be forced to guess your intentions against the backdrop of an already difficult situation.