Los Angeles, CA

Richard Moon & Associates can provide you with assistance in all your tax, financial, and business affairs - assistance that will improve your total financial well-being.

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Helpful Content

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

 

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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