Vickie Intriago

As a CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience I do "retirement planning with a heart"®. You have worked hard to create your wealth.

You deserve the retirement you've dreamed of. Have the confidence that you need to retire. Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: CA, TN, GA, OR, AZ, NY, CO, MN.

Fed minutes point to ‘likely’ rate cut coming in September 09/09/2024

The latest Fed minutes suggest we might see an interest rate cut as soon as September. Here's what you need to know:

▪️ Most Fed officials believe easing policy could be appropriate if data continues as expected
▪️ Markets are fully pricing in a September cut
▪️ Inflation is moving towards the 2% target, but labor market risks have increased

What does this mean for your portfolio? It's a great time to review your investment strategy and consider how potential rate changes might impact your financial goals.

Stay tuned for more updates, and don't hesitate to reach out if you have any questions about positioning your finances in this changing economic landscape!


Source:

Fed minutes point to ‘likely’ rate cut coming in September The Federal Reserve on Wednesday released minutes from its July 30-31 policy meeting.

09/02/2024

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

08/26/2024

🔑 Unlock the power to shape your legacy! 🔑

As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

08/19/2024

💡 Your legacy: a beacon of light in a changing world! 💡

During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

08/12/2024

🌍 Leave footprints that inspire generations! 🌍

August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚

08/05/2024

🌟 August is the month to ponder our legacy! 🌟

Reflect on your past and your future goals to consider what you will be leaving behind for future generations. As we reflect on our lives, let's remember that our legacy isn't just about money or possessions—it's about the impact we make on the lives of others. Take a moment today to think about the positive mark you want to leave on this world. 💫

4 Elements of an Estate Strategy 07/29/2024

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.

Important Birthdays Over 50 07/22/2024

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

The Cycle of Investing 07/15/2024

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls.

Medicare and Social Security go-broke dates are pushed back in a 'measure of good news' 07/08/2024

Positive news for Social Security and Medicare recipients! 🎉 The latest report shows that the projected depletion dates for both programs have been pushed back, offering a welcome respite.

This positive development is largely due to a stronger economy and higher payroll tax income. However, it's important to remember that this doesn't eliminate these essential programs' long-term financial challenges. 🧐

Feel free to reach out if you have any questions or concerns.



Source:
TinyURL: https://tinyurl.com/3eudt33s

Medicare and Social Security go-broke dates are pushed back in a 'measure of good news' The go-broke dates for Medicare and Social Security have been pushed back as an improving economy has contributed to changed projected depletion dates.

07/04/2024
A Fruitful Retirement: Social Security Benefit 06/24/2024

When are you taking your benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

06/10/2024

Did you know the U.S. retirement system is under strain due to changing demographics? 👵🧓 BlackRock CEO Larry Fink addressed this in his recent shareholder letter and suggested that one solution could be for Americans to work longer before retiring.

But what about Social Security? It's set to face a funding shortfall in less than a decade, sparking a hot debate on its future. Some propose raising the retirement age, while others suggest lifting the income tax cap for Social Security.

The reality? There's a significant retirement gap in America, with many people needing more savings for their golden years.

These changes and debates can significantly impact your retirement strategy. It's crucial to keep up-to-date and adapt as necessary. After all, preparing for retirement is more of a marathon than a sprint. 🏃‍♂️



Source: https://www.cbsnews.com/news/retirement-social-security-crisis-raise-retirement-age-blackrock-larry-fink/

05/27/2024

When was the last time you reviewed your ?

Caring for Aging Parents 05/13/2024

Have a strategy for discussing healthcare with your parents.

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

Tax Efficiency in Retirement 05/06/2024

What role would taxes play in your investment decisions? Find out in this message.

Tax Efficiency in Retirement What role would taxes play in your investment decisions?

A Bucket Plan to Go with Your Bucket List 04/29/2024

Consider a bucket plan to go with your bucket list.

A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

9 Facts About Retirement 04/22/2024

Just entering retirement? Here's what you need to know.

9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you.

Retirement Seen Through Your Eyes 04/15/2024

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

Retirement Seen Through Your Eyes What's your vision of retirement?

Women on the Rise 04/08/2024

Women control $10 trillion in financial assets. That figure is expected to rise to $30 trillion by 2030.

Women on the Rise Explore the growing influence women wield over the economy with this handy infographic.

When Should You Take Social Security 04/01/2024

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

When Should You Take Social Security Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Choose Your Own Retirement Adventure 02/12/2024

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Choose Your Own Retirement Adventure Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

What Is a Roth 401(k)? 02/05/2024

Ever heard of a Roth 401(k)? Would one be right for you?

What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Want your business to be the top-listed Accountant in Torrance?
Click here to claim your Sponsored Listing.

Address


Torrance, CA
90503

Opening Hours

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

Other Financial Planning in Torrance (show all)
GovnextCloud Türkiye GovnextCloud Türkiye
444 Alaska Avenue
Torrance, 90503

GovnextCloud platformu, kullanici dostu özellikleri, güvenli altyapisi ve fark yaratan uygulamalariyla hizmetinizde.

South Bay Asset Strategies South Bay Asset Strategies
2790 Skypark Drive, Suite 201
Torrance, 90505

South Bay Asset Strategies is an independent wealth management firm dedicated to making smart money decisions for our clients.

CBIZ ACI CBIZ ACI
2377 Crenshaw Boulevard, Ste 350
Torrance, 90501

Retirement Consultants specializing in custom plans and expert guidance for our clients

Cummins & Regenhardt Inc Certified Public Accountants Cummins & Regenhardt Inc Certified Public Accountants
23440 Hawthorne Blvd, Ste 140
Torrance, 90505-4771

Confidence Wealth Management Confidence Wealth Management
21250 Hawthorne Boulevard Ste 500
Torrance, 90503

Our experience and resources extend to the creation of income planning strategies that we consider b

Advanced Portfolio Strategies Advanced Portfolio Strategies
3625 Del Amo Boulevard , Suite 190
Torrance, 90503

Empowering financial success through trust, expertise, and personalized strategies since 2014.

Tortuga Wealth Management Tortuga Wealth Management
1957 W Carson Street, Ste 100
Torrance, 90501

HELP PRESERVE YOUR WEALTH, LEGACY, AND IMPACT

Will Daines III, CFP Will Daines III, CFP
4014 Gunn Highway Ste 180
Torrance, 33618

I believe people can live fuller, happier, and more responsible lives by having financial security for themselves, their family, and their businesses.

Palos Verdes Wealth Advisors Palos Verdes Wealth Advisors
Torrance, 90274

Wealth Management ✧ Financial Planning ✧ Business Development ✧ Tax Planning ✧ Trusts & Estate Planning

Thomas C. Penland / Decumulation Consultants Thomas C. Penland / Decumulation Consultants
21151 S Western Avenue #145
Torrance, 90501

Our mission is to help you realize your ideal retirement, free of worry and stress.

Legacy Financial Group, LLC Legacy Financial Group, LLC
19191 S. Vermont Avenue #100
Torrance, 90502

Legacy Financial Group, LLC

Dorsey Wealth Management Dorsey Wealth Management
21250 Hawthorne Boulevard Suite 500
Torrance, 90503

Helping Women Retire to a Life They Love