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Understanding Today's Financial Environment
Welcome, I’m Leon Lopez with Village Wealth Management, a financial professional in Arroyo Grande, CA. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Apps that help small business owners better manage and grow their business.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Understanding the economy's cycles can help put current business conditions in better perspective.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.
Women must be ready to spend, on average, more years in retirement than men.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, cracking the code on bonds.
What are your options for investing in emerging markets?