The Aldrich Wealth Management Group is dedicated to providing the best in personal Wealth Management for individuals and Transition Planning for the family business owner.
Daniel B. Aldrich, Owner/President
CA Insurance # 0801846
912 North Hollywood Way, Suite D
Burbank,
CA
91505
Phone:
- 818-760-0600 - Voice Only
Fax:
- 818-450-0610
E-mail:
Newsletters
-
Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
-
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
-
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
-
Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
Calculators
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Lease Payment
How much would your monthly lease payment be?
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.