4821 East 2nd Street
Long Beach, CA 90803

Dennis C. Smith

(562) 243-6912

Prosperity Planned and Managed

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

 

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Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.