Live Your Best Life
RETIREMENT PLANNING
COLLEGE AND EDUCATION PLANNING
GENERAL INVESTING
RISK MANAGEMENT
ESTATE PLANNING
LIFE PLANNING
Alpha & Omega Financial Solutions
13215 E. Penn St., Suite 327
Whittier,
CA
90602
Phone:
- Chris: 562-945-7378 - Direct Line
- Kevin: 562-945-0760 - Direct Line
- Stephanie: 562-551-8581 - Direct Line
Newsletters
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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Important Tax Breaks for Pass-Through Businesses
Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.