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Understanding Today's Financial Environment

Welcome, we're Householder Group Estate & Retirement Specialists, a financial organization in Brea, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

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Download Our Free Ebook

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Free Guide: All About Tax Reform

In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.



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Helpful Content

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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