Classic Financial & Insurance Services

Classic Financial & Insurance Services We provide complete financial planning, including retirement planning, asset management, and insurance services.

Everything you need to do before you retire
04/10/2019

Everything you need to do before you retire

Financial advisers share what near-retirees need to know before retiring.

Here are 6 tax breaks you’ll lose on your 2018 return
04/04/2019

Here are 6 tax breaks you’ll lose on your 2018 return

Fewer people are likely to itemize deductions on their 2018 tax returns, in light of changes from the Tax Cuts and Jobs Act. Here are six deductions that are off the table for many filers.

Women face greater retirement challenges
04/02/2019

Women face greater retirement challenges

Longer lives and lower earnings mean women must stretch smaller nest eggs

Future retirees: Brace yourself for three major financial risks
04/01/2019

Future retirees: Brace yourself for three major financial risks

Risks appear manageable for today’s seniors, but problems loom

3 Retirement-Planning Conversations for Every Married Couple
03/27/2019

3 Retirement-Planning Conversations for Every Married Couple

Being on the same page as your spouse is key to effective retirement planning for couples.

6 Ways Retirement Has Changed Over the Past 25 Years
03/26/2019

6 Ways Retirement Has Changed Over the Past 25 Years

In celebration of the 25th anniversary of Kiplinger's Retirement Report, experts share their thoughts on how retirement has evolved.

Are you saving enough for retirement? Better plan on that money lasting at least 23 years
03/25/2019

Are you saving enough for retirement? Better plan on that money lasting at least 23 years

Looking at the income, living expenses and life spans of today’s retirees can help you make the right financial moves today.

Is Your Retirement Plan 21st Century Ready?
03/22/2019

Is Your Retirement Plan 21st Century Ready?

Most people have an outdated and unsustainable model of retirement, often based on our parents' retirement. Instead, take these steps to live long and live well in the 21st century.

3 tips to help you boost your tax-free income in retirement
03/21/2019

3 tips to help you boost your tax-free income in retirement

If you're lucky enough to have a Roth 401(k) at work, you have the makings of a tax-free bucket of retirement income. Here's what you should know about it.

Leaving a Legacy No Matter How Much Money You Have
03/20/2019

Leaving a Legacy No Matter How Much Money You Have

Tips on passing down your values and 3 key documents you need

The 3 Best Places to Retire Abroad on Less Than $1,500 Per Month
03/18/2019

The 3 Best Places to Retire Abroad on Less Than $1,500 Per Month

You don't need to be a millionaire to retire rich in these countries.

Retirement Spots With Year-Round Nice Weather
03/14/2019

Retirement Spots With Year-Round Nice Weather

You can avoid sweltering summers and winter chills in these retirement destinations.

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Westlake Village, CA
91362

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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