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.Services We Offer Meet the Team Contact Us
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Understanding the cycle of investing may help you avoid easy pitfalls.
What does your home really cost?
Agent Jane Bond is on the case, cracking the code on bonds.
When do you need a will? The answer is easy: Right Now.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It’s never a bad time to speak with your financial advisor about changes in your situation.