We specialize in helping plan, manage and monitor your retirement wealth.

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Retirement
Planning
STEP 1: Create
  • Determine
  • Diagnose
  • Develop
  • Decide
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Wealth
Management
STEP 2: Implement
  • Income
  • Investments
  • Insurance
  • Inheritance
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Progress
Reviews
STEP 3: Monitor
  • New Year
  • Mid-Year
  • Year-End
  • As Needed
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Recent Posts

June 18, 2018

Trade and Interest Rates – June 18, 2018

Last week stocks showed mixed results as political headlines continued to dominate the news. The Dow lost 0.89% and the S&P 500 was almost flat with a 0.02% gain.  The NASDAQ, on the other hand, reached a record high on Thursday and ended the week up 1.32%.  Both the S&P 500 and NASDAQ experienced their 4th week of gains in a row.  International stocks in the MSCI EAFE lost ground, posting a 0.52% decline. Read More
June 18, 2018

4 Financial Lessons I Learned From My Dad

Whether it’s a clever life hack, a career tip or that pesky flat tire you just can’t seem to fix, there’s a good chance you can recite (perhaps grudgingly) the tried-and-true life lessons your father ingrained in you at a young age.

Whether or not you’d like to admit it, those words of wisdom have probably paid off as you have forged your own life path and tackled tough decisions.  Maybe you dust off the lessons he taught you and reuse them in ...

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June 19, 2018

Don’t Panic

The sudden stock market drop of February 2018 took many investors by surprise. The U.S. Dow fell 7%. Other world markets also tumbled: Japan’s Nikkei by 4.7%; Hong Kong stocks, 5.1%; and London’s FTSE 100, nearly 2%. One day after the notorious plunge, the market surged 381 points, but by close of the same day, the increase had disappeared. Read More
June 18, 2018

Beneficiary Form Checklist

Follow-ups should be added to the To Do list at the end of this checklist. Read More
May 3, 2018
Chris Cordoba Guest IRA Expert - Ed Slott

Putting IRAs into a Bucket Plan

Christian Cordoba is featured as a Guest IRA Expert in Ed Slott's IRA Advisor Newsletter discussing special considerations with IRAs in a bucket plan. Read More

Retirement is a Journey, Not a Destination.

Travel With Confidence.

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Chart Your Retirement Journey Today!

At California Retirement Advisors (CRA) we are dedicated to providing personal retirement plans and wealth management services to help meet the multifaceted financial demands of retirement today. Navigating the financial challenges to help ensure a safe journey requires the organization and integration of your income, investment, insurance and inheritance planning needs by a team of trusted advisors.

If you don’t have the time, knowledge or desire to do it on your own, and want to learn more about our retirement planning services, call 310.643.7472 or Contact Us to request a consultation today!