Richard P. Moran, CFP®Paul Heising, MBA, CFP®Lisa McElravey, CFP®Robert H. Sowder, CFS®, AIF®
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Richard P. Moran, CFP®
Paul Heising, MBA, CFP®
Lisa McElravey, CFP®
Robert H. Sowder, CFS®, AIF®

21250 Hawthorne Boulevard
Suite 560
Torrance, CA 90503
phone (310) 406-3080
toll-free (866) 406-3080
fax (310) 406-3082
infor@smarterdecisions.com

Rich Moran, CFP: rpmoran@smarterdecisions.com
Paul Heising, MBA, CFP: heising@smarterdecisions.com
Lisa McElravey, CFP: lmcelravey@smarterdecisions.com
Robert H. Sowder, CFS: rsowder@smarterdecisions.com

Newsletters

  • HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?

    In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.

  • Will vs. Trust: Know the Difference

    Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.

  • Looking for Value with P/E Ratios

    Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.

  • The Beige Book: A Timely Economic Read

    The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

More Newsletters »

Calculators

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

More Calculators »

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,890.18 -1.51%
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