Simon Hobbs California Financial Partners

Simon Hobbs California Financial Partners simonhobbsfinancial.com Member FINRA/SIPC. finra.org sipc.org. No offers may be made or accepted from any resident of any other state.

Simon Hobbs is a LPL Registered Representative and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may disc

uss and/or transact business only with residents of the states in which they are properly registered or licensed.

Make sure it's not an ex-partnerDon’t forget old 401(k)sName backup beneficiaries tooMarriage doesn't fix designations ...
09/02/2026

Make sure it's not an ex-partner
Don’t forget old 401(k)s
Name backup beneficiaries too
Marriage doesn't fix designations

Your tax bracket may be lowerRoth conversions are taxableAlways consult your own CPA
08/28/2026

Your tax bracket may be lower
Roth conversions are taxable

Always consult your own CPA

08/26/2026

Flying into Coachella?
Know your airports
Your own wings? Well maybe

A year’s delay boosts payouts 8%24% for 3 yearsIt may become your only guaranteed income
08/25/2026

A year’s delay boosts payouts 8%
24% for 3 years
It may become your only guaranteed income

Your account type mattersManaged or brokerage?It may shape how they’re paid
08/21/2026

Your account type matters
Managed or brokerage?
It may shape how they’re paid

Boomers own record wealthBut they’re living longerDon’t plan on inheritance.
08/19/2026

Boomers own record wealth
But they’re living longer
Don’t plan on inheritance.

Banks need profitsWe’re not owned by oneWe only answer to you
08/18/2026

Banks need profits
We’re not owned by one
We only answer to you

Percentage losses hit harder when your portfolio is biggestConsider more bonds near retirement
08/14/2026

Percentage losses hit harder when your portfolio is biggest
Consider more bonds near retirement

08/12/2026

Your Money. Your Beach.
Life is the point
Confidence. Then cocktails

Address

Palm Springs, CA

Telephone

+19172156309

Website

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