Navalign Wealth Partners

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Navalign Wealth Partners Modern financial advice and investment services. We blend smart technology with personal service to help you make better financial decisions.

1080 Financial Group has been featured in the Los Angeles Times, Wall Street Journal and InvestmentNews. Our modern approach to helping clients invest better blends smart technology with personal service. We help millennials, entrepreneurs and families make financial decisions that are in their best interest. We are fiduciary financial advisers 100% of the time, NO sales pitch, NO commissions. You can meet with our award winning advisers in person, online or over the phone.

The 10-year rule is an important part of inherited IRA planning, but it doesn't apply to every beneficiary in the same w...
10/18/2026

The 10-year rule is an important part of inherited IRA planning, but it doesn't apply to every beneficiary in the same way. Understanding how distribution requirements and potential tax consequences differ can help you make more informed decisions about an inherited retirement account.

Learn how inherited IRA rules work, including the 10-year rule, required minimum distributions, and key tax considerations.

10/15/2026

How much should you have saved for retirement at your age? While retirement savings benchmarks can provide a helpful reference point, your personal goals, timeline, and financial circumstances may tell a different story.

Retirement savings by age can look different for everyone. Learn what to consider in your 30s, 40s, 50s, and 60s as you plan for retirement.

10/14/2026

Do you know how much you’re actually paying for your investments? Some investment costs are built into the products you own, and understanding those fees can help you better evaluate their potential impact on long-term returns.

How much do your investments cost? Here is a look into fund management fees and how to determine if they are fair.

10/12/2026

Investment losses aren’t always just losses. Tax-loss harvesting may provide a way to use certain losses for tax purposes, but its potential value depends on how the strategy fits into your broader investment and tax picture. Read on to learn more.

Learn what tax loss harvesting is, how it works, and why it should be part of a broader tax aware investment strategy rather than a stand-alone tactic.

10/10/2026

At some point, the financial roles between parents and adult children may begin to shift. Preparing for that possibility can help families better understand the decisions and responsibilities that may come with financial caregiving.

Learn how to manage financial caregiving for aging parents, including legal, financial, and planning considerations.

10/08/2026

The “Bank of Mom and Dad” can help adult children navigate major financial milestones, but ongoing support may come with tradeoffs. Finding the right balance can help parents support their children without losing sight of their own financial priorities.

Learn how parents can support adult children financially without risking their retirement or creating long-term dependency.

10/01/2026

What happens to your finances if an illness or injury keeps you from working for an extended period? Social Security Disability Insurance (SSDI) may provide benefits to eligible workers, but qualifying requirements and waiting periods are important parts of the picture.

Learn how Social Security Disability Insurance (SSDI) works, who qualifies, and how to apply for financial support.

09/29/2026

Ever wonder why savings can grow over time while unpaid debt can become increasingly expensive? Compounding plays a role in both, making it an important concept when managing your money.

Discover how compound interest works and why understanding it can help you manage borrowing costs and grow your savings over time.

09/27/2026

Most homeowners know they need insurance, but knowing exactly what a policy covers can be another story. Coverage limits, deductibles, conditions, and exclusions can all affect how your policy may respond to a covered loss.

Learn about homeowners insurance coverage, options for fire and earthquake protection, and tips for customizing your policy.

09/25/2026

When someone you care about needs financial help, deciding how to provide it isn't always straightforward. Lending money, co-signing, and gifting can each have different financial and personal considerations worth weighing before you decide.

Thinking about whether to lend family money? Learn the potential benefits, risks, and key questions to consider before saying yes.

Address

15910 Ventura Boulevard Suite 1605
Encino, CA
91436

Opening Hours

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

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