Lyskin Financial Advisory

Lyskin Financial Advisory We specialize in helping our clients develop a comprehensive plan that fits their unique needs and

This communication is strictly intended for individuals residing in the states of Alabama, Arizona, California, Colorado, Florida, Hawaii, Idaho, Massachusetts, Missouri, Montana, Nevada, New York, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas and Washington. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirem

ents regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org / www.SIPC.org, a Registered Investment Adviser. Please review our Terms of Use here:
http://www.commonwealth.com/termsofuse.html

Lyskin Financial Advisory, Inc.
751 E. Daily Drive
Suite 215
Camarillo, CA 93010
(805) 383-4600

www.finra.org
www.sipc.org

Skipping a bank account beneficiary could leave your money tied up in probate when loved ones need it most. Naming one c...
08/27/2026

Skipping a bank account beneficiary could leave your money tied up in probate when loved ones need it most. Naming one can help funds pass directly to them and typically takes precedence over what your will says. See how to choose the right beneficiary:

What happens to the money in your bank accounts when you die? Hopefully, it goes to a loved one who needs it. Naming a bank account beneficiary ensures that happens. Here's what to know about bank account beneficiary rules.

Is financial advice from AI reliable? New research found significant differences across major platforms, including some ...
08/21/2026

Is financial advice from AI reliable? New research found significant differences across major platforms, including some biased or inaccurate guidance. See what to consider before trusting AI with your money:

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

An inheritance doesn’t automatically mean you’ll face a tax bill. Estate tax is generally paid from the deceased person’...
07/31/2026

An inheritance doesn’t automatically mean you’ll face a tax bill. Estate tax is generally paid from the deceased person’s assets before distribution, while inheritance tax is paid by the recipient and exists in only five states. See which rules may apply:

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

Headlines moved markets in the first half of 2026, but strong earnings provided support. Geopolitics, AI spending, Fed p...
07/23/2026

Headlines moved markets in the first half of 2026, but strong earnings provided support. Geopolitics, AI spending, Fed policy, and broader diversification may shape what comes next. Explore key themes to watch in the LPL 2026 Midyear Outlook:

What's in store for markets? Commonwealth's Chris Fasciano provides analysis and insight as we head into the second half of the year.

You worked hard to save for retirement, now it's time to enjoy it. Learn how small investments in travel, hobbies, techn...
07/16/2026

You worked hard to save for retirement, now it's time to enjoy it. Learn how small investments in travel, hobbies, technology, and social connections can deliver lasting rewards. Read about 5 lifestyle upgrades.

Reframing splurges as "intentional reallocation" of money can help you overcome spending anxiety and enhance your quality of life. Here are some suggestions.

Did you know 3 of 4 financial apps share your personal data with third parties? This alarming trend puts your sensitive ...
07/09/2026

Did you know 3 of 4 financial apps share your personal data with third parties? This alarming trend puts your sensitive information at risk of theft and misuse by cybercriminals. Learn how to protect yourself and choose safer apps to manage your money:

Americans increasingly use financial apps to manage their money, but they need to take steps to keep their data away from cybercriminals. Here's how.

Living together but not married? Proper planning now can protect and ensure your wishes are honored. • Update be...
06/26/2026

Living together but not married? Proper planning now can protect and ensure your wishes are honored.
• Update beneficiaries on all accounts
• Create a will that names your partner
• Establish financial & medical POAs Learn the 3 documents every unmarried couple needs now.
Don’t let the courts decide—click to learn how to protect your partner. Source:

For the 9.5 million U.S. households headed by unmarried couples, a partner's death wouldn't come with the 'automatic safety net' that their married peers get.

Think estate planning ends with a will? Think again. Trusts aren’t just for the ultra-wealthy—they can simplify your leg...
06/18/2026

Think estate planning ends with a will? Think again. Trusts aren’t just for the ultra-wealthy—they can simplify your legacy, protect assets, and keep family affairs private. Three things to know:
• Revocable trusts offer control and flexibility but don’t shield assets from taxes or creditors.
• Irrevocable trusts reduce taxes and protect assets, but you give up control once established.
• The right trust depends on your goals—privacy, protection, or tax strategy. Source:

Your choice to set up a revocable vs an irrevocable trust could have a big impact on your heirs.

More than a third of Gen Z homebuyers are single women, but many women don’t have an estate plan in place. Buying a home...
05/28/2026

More than a third of Gen Z homebuyers are single women, but many women don’t have an estate plan in place. Buying a home is a big step; protecting it matters too.
• Write a will: Without one, state law may decide who inherits your home, rather than your wishes guiding the process.
• Assign power of attorney: If illness or injury leaves you unable to manage finances, someone you trust may need legal authority to help pay bills, including a mortgage.
• Review your options: A trust, beneficiary designation, or other planning tool may help your home transfer more smoothly, depending on your situation.
Single women are buying homes in growing numbers. See how estate planning can help protect what you’ve built:

Despite purchasing what might now be their biggest asset, women are less likely than men to have any estate planning documents in place.

A Few Tips To Benefit Your Health During These Stressful Times.Boosting your immunity goes beyond just popping vitamins....
04/17/2025

A Few Tips To Benefit Your Health During These Stressful Times.

Boosting your immunity goes beyond just popping vitamins. Sleep, outdoor time, and regular exercise can all have a powerful impact. Whether you're fighting winter colds or preparing for spring allergies, these tips can help protect your health year-round:

While illness isn't always avoidable, especially during the winter months when germs are going around, these immune system boosters can help give you an edge and strengthen your immunity.

Address

751 E Daily Drive
Camarillo, CA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18053834600

Website

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