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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
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Important items to consider when purchasing condo insurance.
Couples may be able to head off many of the problems in a marriage that money can cause.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There’s an alarming difference between perception and reality for current and future retirees.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Even low inflation rates can pose a threat to investment returns.
The decision whether to buy or rent a home may have long-term implications.