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The Cycle of Investing Rightsizing for Retirement What Smart Investors Know

Celebrating over 30 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

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

 

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Healthy Body, Healthy Pocketbook

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

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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Comparing Investments

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

Federal Income Tax

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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