Thousand Oaks-based biotech giant, Amgen, to lay off up to 2,900 workers

Thousand Oaks-based biotech giant, Amgen, to lay off up to 2,900 workers How to maximize your company stock options after being let go   Thousand Oaks-based biopharmaceutical company, Amgen, Inc., announced its plans to reduce staff at its Conejo...

Debunking the Myths of Working during Retirement

Debunking the Myths of Working during Retirement Visions of retirement in the 21st century look drastically different than traditional retirement in days of old. Longer life expectancy has not only driven the average retirement age up a few more...

Capital Controls: Protective or Destructive?

Capital Controls: Protective or Destructive? Over the past few decades, capital controls have been a source of hotly contested debate among economists and policymakers worldwide. Some believe that capital controls are a prudent measure in protecting...

Your Pre-Retirement Checklist: What to do 5 Years Prior to Retirement

Your Pre-Retirement Checklist: What to do 5 Years Prior to Retirement Pre-retirement planning can be an exciting – yet anxious – time in anyone’s life. Whether you are daydreaming about how you’ll spend your free time or fussing over the details of...

Five Reasons to get an Annual Financial Review

  Five Reasons to get an Annual Financial Review Keeping track of your personal financial plan through an annual financial review is important in any economic climate. During periods of economic uncertainty or volatility, however, careful financial...

The 401(k) Rollover Decision: Beware of Conflicts of Interest

The 401(k) Rollover Decision: Beware of Conflicts of Interest Recently I have been getting a lot of questions regarding 401(k) rollovers. I wanted to address this by revisitingThe Government Accountability Office (GAO) March 2013 report on the...

Confidence in Retirement Planning Wanes among Baby Boomer Generation

Confidence in Retirement Planning Wanes among Baby Boomer Generation A recent report by the Insured Retirement Institute (IRI) revealed that baby boomers’ confidence in their retirement preparations have declined year after year, with high...

A Woman’s Guide to Investing with a Financial Advisor

A Woman’s Guide to Investing with a Financial Advisor Women today are increasingly becoming breadwinners for their families, gaining ground in the boardroom, and are raking in higher salaries than ever before. With these changes, 21st century women...

Fee-Only, Fee-Based or Commission-Based Financial Advisors: Which is Right for You?

Fee-Only, Fee-Based or Commission-Based Financial Advisors: Which is Right for You?  Despite the seemingly insignificant distinction of terms, the difference between fee-only, fee-based and commission-based financial advisor classifications are...

Rolling Over Your 401(k)? Avoid these 5 Costly Mistakes.

Rolling Over Your 401(k)? Avoid these 5 Costly Mistakes. Mistakes happen. When slipups happen in your 401(k) plan, however, the consequences can be costly – even life-altering. Whether you’re unfamiliar with the rules of the rollover or are in...

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The FMB Blog

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...

4 Key Steps Every Athlete Must Take Before Hiring a Financial Planner or Advisor

10/31/17 Many financial planners dream of landing an athlete or celebrity as their client, but the truth is, not every financial planner has the tools and expertise to handle the complexities of managing a portfolio like this. Most clients have...

7 Estate Planning Mistakes (and How to Avoid Them)

10/24/17 Most people would probably prefer to put off planning for their death. But if you own anything of value—and most people do—then you’ll want to add estate planning to your to-do list soon. An estate plan establishes what will happen to...

Off to College: Books, Bedding and a Power of Attorney?

9/11/17 When your child prepares to head off to college, putting a power of attorney in place for them is likely the last thing on your mind. After all, they’re just about to test the waters of adulthood, of true independence, and there’s so much...

Financial Planning Steps after Losing a Spouse

8/15/17 Nothing can prepare you for losing your spouse. If you have recently been widowed, the world seems to demand rapid response to weighty decisions at every turn. Among the hardships of losing a spouse are legal decisions, financial pressures...