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
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How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Savings Accumulation
Estimate the future value of your current savings.