Larry Schechter, M.A., PPC/ Planned Asset Management,LLC
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Financial Concierge Services - investments-planning for individuals, families and businesses. Retirement plan development for the small business person.
Financial Planning and Registered Investment Advisory Firm. Retirement planning and concierge personal financial services. We care about your plan for your financial future. Let us help you organize your financial and investment plans. We help you invest in your future. We personalize our approach to you and your goals and objectives with a risk adjusted approach that you can live with. See the video - https://youtu.be/l5cD2NER26I
Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:
Qualifying For Medicare Under Age 65 You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Thinking about a prepaid debit card? Consider the pros and cons.
Weighing the Benefits of Prepaid Debit Cards It's important to understand the pros and cons when considering a prepaid debit card.
Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
Paying Off a Credit Card Enter various payment options and determine how long it may take to pay off a credit card.
Tax freedom day: the day you begin earning money for yourself.
Tax Freedom Day Assess how many days you'll work to pay your federal tax liability.
Do you know the difference between a credit lock and a credit freeze?
Should I Accept a Free Credit Lock? Learn the ins and outs of credit locks, freezes, and more.
Assets minus liabilities = net worth. When was the last time you calculated yours?
What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
If you'd like to participate in emerging markets, what are your options?
Emerging Market Opportunities What are your options for investing in emerging markets?
Your home mortgage interest may be deductible. Do you itemize your deductions?
Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.
Stay ahead this year with this handy Personal Finance Calendar.
Personal Finance Calendar Use this handy calendar to remember the year’s most important financial dates.
Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.
Monthly Market Insights | June 2024 Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.
Tax time can be a good time to give your household budget a checkup.
Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up.
Children with special needs may need ongoing help after their parents are gone.
4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming.
The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?
Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.
How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
Saving for College This calculator can help you estimate how much you should be saving for college.
This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.
Diversification, Patience, and Consistency Three important factors when it comes to your financial life.
What every parent needs to know about insuring his or her .
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The Power of Compound Interest Learn how to harness the power of compound interest for your investments.
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This piece presents an overview of fundamental steps to consider when a loved one passes.
A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.
How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA.
All those years of work can add up to a small fortune. What's your strategy for your money?
Lifetime of Earnings Estimate how much you have the potential to earn during your working years.
Have you considered how long-term-care costs could affect your retirement budget? Find out more.
Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.
When giving to charity, some make cash donations. Others want a more sophisticated strategy.
Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.
Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase
April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q1 reports from two mega-cap tech stocks.
Monthly Market Insights | May 2024 Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy.
If you thought that payouts from life insurance are tax-free in all cases, think again.
When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.
When was the last time you looked at the content of your portfolio? Steps to consider here.
Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
Prescription Drug Benefits Under Medicare (Part D) Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Feel empowered with this step-by-step guide to reviewing your life insurance needs.
Reviewing Your Life Insurance Needs Learn how the review process works and how it may help you better understand your Life Insurance.
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27001 Agoura Road, Ste 150
Calabasas, CA
91301
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Monday | 9am - 4pm |
Tuesday | 9am - 4pm |
Wednesday | 9am - 4pm |
Thursday | 9am - 4pm |
Friday | 9am - 4pm |
24025 Park Sorrento Ste 320
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