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Glossary | Astute Wealth Management

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160;               . 160;           . A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have low...

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Perception vs. Reality | Astute Wealth Management

http://www.astutewealth.com/resource-center/retirement/perception-vs-reality

160;               . 160;           . Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Certain Uncertainties in Retirement. The uncertainties we face in retirement can erode our sense of confidence. There are a number of ways to withdraw money from a qualified retirement plan. Have A Question About This Topic?

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Women and Retirement | Astute Wealth Management

http://www.astutewealth.com/resource-center/retirement/women-and-retirement

160;               . 160;           . Women are great at multi-tasking. But many drop the ball when preparing for retirement. A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Is a SEP-IRA Right for Your Business? For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration. An Inside Look at Retirement Living. Have A Question About This Topic? 3108 Ponte Morino Drive.

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Tax Resources | Astute Wealth Management

http://www.astutewealth.com/tools/tax-resources

160;               . 160;           . Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. Securities are offered through Securities America, Inc.

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Additional Links

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160;               . 160;           . Check the background of your financial professional on FINRA's BrokerCheck. Securities are offered through Securities America, Inc. Ben Young, California Insurance License: 0F03500. 3108 Ponte Morino Drive. FINRA Series 6, 7, 63, and 65; CA Insurance License #0F03500.

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Insurance | Astute Wealth Management

http://www.astutewealth.com/resource-center/insurance

160;               . 160;           . Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? Buying Auto Insurance For Teen Drivers. Tips on insuring your teen driver. Here’s a...

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Team | Astute Wealth Management

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160;               . 160;           . Ben has grown into a trusted financial advisor assisting individuals with their financial goals. Ben is truly passionate for advising clients and organizations across the country on the best ways to grow and retain their assets. A. Click to read more. Click to read more. Click to read more. Check the background of your financial professional on FINRA's BrokerCheck. Securities are offered through Securities America, Inc. Ben Young, California Insurance License: 0F03500.

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Ben Young | Astute Wealth Management

http://www.astutewealth.com/team/ben-young

160;               . 160;           . Ben has grown into a trusted financial advisor assisting individuals with their financial goals. Ben is truly passionate for advising clients and organizations across the country on the best ways to grow and retain their assets. A progressive entrepreneur, Ben has the astute observation to find different potential outcomes for his clients and explains things by applying an educational approach. Check the background of your financial professional on FINRA's BrokerCheck.

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Resource Center | Astute Wealth Management

http://www.astutewealth.com/resource-center

160;               . 160;           . Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. 3108 Ponte Morino Drive.

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The Cycle of Investing | Astute Wealth Management

http://www.astutewealth.com/resource-center/investment/the-cycle-of-investing

160;               . 160;           . The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Required Reading: The Economic Report of the President. The Economic Report of the President can help identify the forces driving or dragging the economy. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan.