Understanding Today's Financial Environment
Welcome, we are Retirement Rest, a financial organization in Newport Beach 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.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
When you’re married and have children, insurance needs will be different.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
To choose a plan, it’s important to ask yourself four key questions.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
$1 million in a diversified portfolio could help finance part of your retirement.
For women, retirement strategy is a long race. It’s helpful to know the route.
There are hundreds of ETFs available. Should you invest in them?
Peer-to-peer payment apps are one of the newest ways to send money.
Around the country, attitudes about retirement are shifting.
When markets shift, experienced investors stick to their strategy.