Blog
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...
One of the greatest challenges investors often face is not selecting the right investments, it’s maintaining the discipline to stay the course of their investment plan and goals when equities become volatile. Periods of market volatility can be unsettling....
Trump Accounts — officially called 530A accounts — launched July 4, 2026. The headline is simple: money from the government, and increasingly, money from some of the country’s biggest names, going straight into savings accounts for kids. Here’s...
The second quarter of 2026 demonstrated an important lesson for investors: markets can continue to advance even when uncertainty dominates the headlines. Persistent inflation concerns, heightened geopolitical tensions, high energy prices, and evolving expectations for...
Estate planning is one of the most important steps individuals and families can take to protect their finances, healthcare decisions, and loved ones. While many people believe estate planning is only for the wealthy, the reality is that every adult can benefit from...
