Entries by Cary Facer

What is a Roth Conversion?

What is a Roth Conversion? According to Investopedia, “a Roth IRA conversion is a reportable movement of assets from a Traditional IRA, SEP or SIMPLE IRA to a Roth IRA, which is a taxable event. A Roth conversion can be advantageous for individuals with large traditional IRA accounts who expect their future tax bills to […]

Word on the Street – November 27th – December 1st

Word on the Street – November 27th – December 1st Another brief conversation with our CIO on current events in the investing world… A sit down with Blake Street, CFA, CFP® to discuss some current events in the news, their impact on investors, and his sentiment on some issues. Enjoy… Trade War talks are still […]

Case Study: Start Retirement on Vacation

Case Study – Start Retirement on Vacation Learn how we helped a client retire early, without penalty, move out-of-state, and get their desired income level by constructing a strong financial plan. When most people think of working with a financial advisor for retirement, people think about investment management strategies. Having someone whom they could trust […]

Word on the Street – October 1st-5th

Word on the Street – October 1st – 5th A brief conversation with our CIO, Blake Street, CFA, CFP®, on what’s going on in the world today. We constantly want to deliver more content to our clients and followers on current events, and how we are viewing them from an investment or planning angle. “Word […]

Rate Watch 2018 – August

Rate Watch 2018 – August – SCE Grandfathered Pension August’s rate is typically used for Edison’s official grandfathered pension plan interest rate. Where did it land, and how does that impact your pension? Welcome to another edition of Rate Watch as we track the interest rate that is vital to the grandfathered pension at Southern […]

The Retirement Handbook

The Retirement Handbook Retirement is coming soon, and you should be excited. However, you might have so many questions and concerns about retirement that you’re more nervous than anything else. We get it. At Warren Street Wealth Advisors, we’ve helped countless people, from families to business owners, plan for their retirement and reach their financial […]

The Retirement Handbook: Southern California Edison Edition

  The Retirement Handbook: Southern California Edison Edition Retirement is just around the corner, and you should be excited. But some of us have many questions and concerns about retirement causing us to feel more nervous than anything else. We understand these feelings. At Warren Street Wealth Advisors, we’ve helped hundreds of Southern California Edison […]

Blake Street on All About Your Benjamins

Blake Street on All About Your Benjamins Podcast Listen to Blake discuss all things esports & gaming for him and Warren Street Wealth. Blake Street CFA, CFP® was recently asked to join a personal finance podcast to discuss all things esports. From the evolution of the scene, modern sport culture melding with gaming culture, his […]

The Retirement Handbook: El Segundo Refinery Edition

  The Retirement Handbook: El Segundo Refinery Edition Retirement is just around the corner, and you should be excited. But some of us have many questions and concerns about retirement causing us to feel more nervous than anything else. We understand these feelings. At Warren Street Wealth Advisors, we’ve helped many El Segundo Refinery employees navigate […]