Rick McCallister, principal of McCallister Financial Group, is a Certified Financial Planner with 18 years of experience in the financial services business. He specializes in working with educators and other successful individuals and families looking to grow their wealth and generate income in retirement.
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McCallister Financial Group
25200 Cren●●●●●●●●●● Suite 202
Tor●●●nce , CA, 90505
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McCallister Financial Group
McCallister, Rick
25200 CRE●●●●●●●●●D STE 202
TOR●●●NCE , CA, 90505-6130
US
View this contact
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McCallister Financial Group | moneyadvice.com Reviews
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Rick McCallister, principal of McCallister Financial Group, is a Certified Financial Planner with 18 years of experience in the financial services business. He specializes in working with educators and other successful individuals and families looking to grow their wealth and generate income in retirement.
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McCallister Financial Group
http://www.moneyadvice.com/market_watch
25200 Crenshaw Blvd., Suite 202. Company Mission and Core Beliefs. Markets at a Glance. You'll find a number of tools to help you track the financial markets, retrieve quotes, view charts, and even monitor the performance of your own portfolio. Detailed quote information for one company. Find a company's stock symbol. Compare quote information for multiple companies. Markets at a Glance. An overview of today's market performance. Real-time charts, trend lines, and over 15 technical indicators. 6187 Carpi...
McCallister Financial Group
http://www.moneyadvice.com/learning_center/calculators
25200 Crenshaw Blvd., Suite 202. Company Mission and Core Beliefs. Markets at a Glance. Only 48% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement. Source: Employee Benefit Research Institute, 2015. How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you? Loans and Credit Cards. How much will it cost to pay off a loan over its lifetime? Determine whether you should consider refinancing your mortgage.
Our Services : McCallister Financial Group
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25200 Crenshaw Blvd., Suite 202. Company Mission and Core Beliefs. Markets at a Glance. We specialize in retirement planning and investments. Before discussing specific investment ideas for your retirement program, it is important that some type of plan be created first. This doesn’t have to be a long, complex and expensive process; in fact, this part of our consultation is free. Nevertheless, certain questions need to be answered, such as:. How much do you need to save/invest? The strategies that we int...
Hi-Touch Investment Strategy : McCallister Financial Group
http://www.moneyadvice.com/Hi-Touch-Investment-Strategy.8.htm
25200 Crenshaw Blvd., Suite 202. Company Mission and Core Beliefs. Markets at a Glance. We’ve found that, all too often, people including individuals or their advisors, rarely pay enough attention to what is happening to their money. The investment world has become extremely volatile and is fraught with possible potholes. For a fact sheet, including performance figures, click. This process helps us be invested in the current market leaders and gives us a sell discipline that prevents us from continuing t...
McCallister Financial Group
http://www.moneyadvice.com/learning_center/glossary
25200 Crenshaw Blvd., Suite 202. Company Mission and Core Beliefs. Markets at a Glance. Click any letter (A-Z) to jump to the corresponding section of the alphabetically-ordered glossary list. To search the glossary, enter a term to search for, then click the Search icon. Enter term to search for:. Adjusted Gross Income (AGI). An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income. The process of repositioning asset...
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California Teachers 403(b) Plans and TSAs - CA Educators - 403b Retirement Plans
http://www.cateacherretirement.com/retirement.html
Free Report By Independent Financial Advisor Rick McCallister, CFP , CFS. Retirement For California Educators: Simple Answers To Frequently Asked Questions". Today our world is more complex than ever. The exponential rate of change can be unsettling as you try to put together the pieces of your retirement puzzle. That's why we developed straightforward answers to 46 common questions. Helping You Live the Life You Dream of in Retirement. In this timely report you will discover answers:. 25200 Crenshaw Blv...
California Teachers 403(b) Plans and TSAs - CA Educators - 403b Retirement Plans
http://www.cateacherretirement.com/index.html
You're About To Discover A No-Nonsense Guide To "Retirement For California Educators: Simple Answers To Frequently Asked Questions". Here you will find out . . . What percentage of my final working earnings will I need in retirement? How much will my income need to increase to keep up with the cost of living? Once I stop working, won't my taxes be lower? The answer may surprise you.). How can I reduce the tax on my STRS? What triggers a reduction of Social Security benefits? Rick McCallister, CFP , CFS.
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McCallister Financial Group
25200 Crenshaw Blvd., Suite 202. Markets at a Glance. Company Mission and Core Beliefs. Are you an Educator? At McCallister Financial Group we help you to:. Manage your savings and investments to help create and grow your wealth. Protect and preserve your life savings. Create strategies to take income from your investments at retirement. For more than 20 years, McCallister Financial Group has helped individuals and. Our typical clients include:. Educators looking to reduce taxes and invest in their future.
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