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Financial Planning, Wealth Management - Authentic Money Matters - Thousand Oaks, Ca

Stop stressing over the stock market. Let our investment experts guide your portfolio so that you can focus on your 'Best Life.'

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Financial Planning, Wealth Management - Authentic Money Matters - Thousand Oaks, Ca | bcfpg.com Reviews

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Stop stressing over the stock market. Let our investment experts guide your portfolio so that you can focus on your 'Best Life.'

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Authentic Money

https://www.bcfpg.com/authentic-money.html

Get your financial life 'right'. The art of mindful money management. To paraphrase Joseph Campbell. What we are looking for is not the meaning of life but the experience of life! So what’s the balance? There’s a phrase from Ram Dass I heard years ago which always stuck with me,. Trust in Allah but tie up your camel. In Authentic Money Matterstm we explore negotiating this balance. There are two main themes: 1) authenticity, awareness and the mind and 2) money and finances. Authentic Money Matter...You c...

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Housing

https://www.bcfpg.com/housing.html

Step 2 - HOUSING. Once you have defined your Best Life the next most important issue is where do you want to live. Beyond the profound emotional significance of one's home, housing is the largest financial expense in retirement, costing far more than the much publicized cost of healthcare. There are three important aspects of housing to consider:. The right kind of housing for your needs: small/large, one story or two, should you include universal design? Many potential issues to consider including:.

3

Healthcare

https://www.bcfpg.com/healthcare.html

Step 3 - HEALTHCARE and WELLNESS. F you are in your fifties or sixties you need to plan for three distinct phases of Health Care needs:. 1 Health Care Before 65. 2 Health Care After 65. Health Care Before 65. If you are younger than 65 and have been laid off, disabled or are otherwise not covered with an employer health plan you need to fashion a ‘bridge’ to age 65 when Medicare coverage begins. For more good summary of Health Care insurance options before 65 read the link to the right. Attitudes and lif...

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Michael

https://www.bcfpg.com/michael-m..html

Michael R. McGlashen, J.D. Mr McGlashen earned his undergraduate degree from Temple University in Philadelphia, Pennsylvania, graduating summa cum laude, and elected into Phi Beta Kappa. What sets him apart is he looks at all aspects of a client’s financial plan and pulls them together in a cross-disciplinary manner in order to most effectively help the client meet their financial goals and objectives. Long time client Brian Baldinger and Michael McGlashen at a Philadelphia Eagles game. Mr McGlashen rest...

5

Resources

https://www.bcfpg.com/resources.html

Get your financial life 'right'. There is no fair wind for a ship. 50-50 Rule for Caregivers. Couples Retirement Puzzle: 10 Must Have Conversations - Taylor and Mintzer.

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Financial Planning, Wealth Management - Authentic Money Matters - Thousand Oaks, Ca

Experience you can trust. I'm sorry; your browser doesn't support HTML5 video. Your pressing money questions. And organize your finances. Your savings and your future. Explore on your own or schedule a no-cost meeting to discuss your goals and plans. Stop stressing over the stock market. We guide your portfolio so you can focus on your 'Best Life.'. Make it your best life by fully integrating your finances with your goals. 100 N Westlake Blvd., Suite 203. Westlake Village, CA 91362. Map to our office.

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