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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.

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Helpful Content

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Debt Stress

There’s a link between debt and stress.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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