Lucy Barrera
575 Anton Blvd., Suite 900
Costa Mesa,
CA
92626
Phone:
- 818.259.8305
Fax:
- 844.556.4280
E-mail:
Complimentary Newsletter
Subscribe to my Monthly E-Newsletter to receive valuable tips and information regarding the strategies and options available for planning your retirement goals.
SubscribeDo You Know Who Your Beneficiaries Are?
Newsletters
-
Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
-
How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
-
Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
-
HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025
This article covers the contribution and catch-up limits for workplace retirement plans, including the less-common opportunity to make larger after-tax contributions.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.