Entries by Cary Facer

34 Year Chevron Employee Retires to Pursue Passion

  Warren Street Wealth Advisor welcomes Len Hanson, a 34 year Chevron veteran, to the team. Lenny began working with Warren Street Wealth Advisors in 2012 on a part time basis while still remaining full-time at the Chevron oil refinery in El Segundo. Over his 34 year span at Chevron, Len managed his own 401(k) […]

12 Keys To Retiring From SCE With Confidence

Retirement is coming soon, and you know you should be excited. But some of us have so many questions and concerns about retirement that we’re more nervous than anything else. We understand. At Warren Street Wealth Advisors, we’ve helped hundreds of Southern California Edison retirees navigate this crucial but confusing time. In the process, we’ve learned […]

At Last, a Greek Debt Deal

A look at the winners, losers & terms.  Provided by Warren Street Wealth Advisors   It looks like Greece will stay in the euro. After eurozone finance ministers pulled an all-nighter, negotiating for 17 hours into early Monday morning, the government of the beleaguered nation accepted the latest bailout terms offered by its creditors. The […]

Quarterly Review 2Q 2015

A review of 2Q 2015 THE QUARTER IN BRIEF A 2.10% June retreat left the S&P 500 down 0.23% for Q2 2015, putting an end to its 9-quarter winning streak. The quarter’s biggest economic events occurred in late June – Greece defaulted on its debt, the commonwealth of Puerto Rico said a default was imminent, […]

Are Your Kids Delaying Your Retirement?

Some baby boomers are supporting their “boomerang” children. Provided by: Warren Street Wealth Advisors   Are you providing some financial support to your adult children? Has that hurt your retirement prospects? It seems that the wealthier you are, the greater your chances of lending a helping hand to your kids. Pew Research Center data compiled […]

Are You Retiring Within the Next 5 Years?

Are You Retiring Within the Next 5 Years? What should you focus on as the transition approaches? Provided by: Warren Street Wealth Advisors   You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an […]

Major Risks to Family Wealth

Will your accumulated assets be threatened by them? Provided by: Warren Street Wealth Advisors                                 All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again?   It is because families fall prey […]

2015: A First Quarter Review

A quick summary of economies & markets for you.   On Wall Street, the opening quarter of 2015 played out like the first quarter of 2014: gains for the Nasdaq and S&P 500, a small loss for the Dow. In another resemblance, uncertainties emerged about the strength of the economy. Hiring data and consumer confidence […]