If you’re 65 or older, you may get a new tax break for the next few years. The tax law passed in July 2025 created an extra deduction of up to $6,000 per person for older taxpayers. It’s a helpful change. But there are income limits and a few rules that...
Orange, California — October 9th, 2026 – Dan Romero, a financial advisor at Romero Wealth Management in Orange, has earned a place among LPL Financial’s Masters Club Program for 2026 — a distinction reserved for advisors who set the standard for excellence in their...
Topics of Discussion: RILA products including enhanced death benefits Attendees: Dan Romero & Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost:...
Topics of Discussion: private credit, direct indexing, short term bonds and large cap US Growth Attendees: Dan Romero & Greg Tobey Location: Kings Fish House Time: 1:15pm Estimated Cost:...
Topics of Discussion: Small Cap / Mid Cap Stocks, Industrials, Cybersecurity and options. Attendees: Dan Romero & Greg Tobey Location: Baran Mediterranean Time: 1:15pm Estimated Cost:...
