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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
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Understanding how a stock works is key to understanding your investments.
Here are six flags that may make your tax return prime for an IRS audit.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Bonds may outperform stocks one year only to have stocks rebound the next.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How do the markets usually react to elections? Was the 2016 election any different?
Estate conservation is too important to put off. Do you have a smart exit strategy?
What if instead of buying that vacation home, you invested the money?
There are a few things to consider when buying or leasing your next vehicle.