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The Cycle of Investing Rightsizing for Retirement What Smart Investors Know

Celebrating over 35 years in business! 

Our mission is to earn your trust and confidence by implementing
strategies to increase income, minimize income and estate taxes, and
increase your overall net worth... with a special attention to personal service.
 

Planned Asset Management is an independent firm based in Calabasas, California, offering comprehensive financial planning services to individuals, families, professionals, and small business owners. We serve clients throughout the greater Los Angeles area, as well as across the country, focusing on wealth accumulation, preservation, and distribution.

We pride ourselves on experience, professionalism and commitment to our clients. Working together as a team, our goal is to build trusted relationships with clients and develop strategies aimed at increasing a client’s income, minimizing income and estate taxes, and increasing their overall net worth, all with special attention paid to personal service.

Prepare for the road ahead with the help from your own financial concierge with Planned Asset Management. Contact us today for a no-cost, no-obligation first meeting.

Welcome to our Video Section!

Check out Morrie discussing what we can do to help you!


 



Helpful Content

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

 

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.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Healthy Body, Healthy Pocketbook

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

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Can I Refinance My Mortgage?

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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 Strategies

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

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Rightsizing for Retirement

What does your home really cost?

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