WFP SECURITIES & WESTERN FINANCIAL ADVISORS

 WFP Securities Corporate Office

 

WFP Securities is a Southern California based Independent full service securities firm and Western Financial Advisors is an SEC Registered Investment Advisor. Both are divisions of WFP Securities Corporation, which was approved for membership with the Financial Industry Regulatory Authority, Inc. in 1994.  WFP Securities is well established with branch office locations thoroughout Southern California.

 

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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Sorting Long-Term-Care Myth from Fact

What you think you know about long-term care might actually be based on myths and half-truths that could lead you to make poor decisions about the type of care that you may need.

Hand-Me-Down Dollars

Inheriting an IRA can be a great source of additional income, but the penalties for mismanaging one are severe.

Take Advantage of Temporary Tax Laws

A raft of favorable tax provisions are in effect right now, but you better act fast. Most of them are scheduled to expire within the next two years.

The Coming Retirement Boom

In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.

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August 28, 2008 @ 10:16 AM

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