Medicare Options - Which One Is Right For You
Have a birthday coming up or are new to Medicare? Let’s talk about why you should talk to someone before you sign up and why you should review your Medicare options every year.
Californians May Qualify for a Tax Extension
If you were impacted by the 2022-2023 winter storms, you may qualify for a tax extension until October 16, 2023.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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Pasadena, CA 91101
jsagatelian@wradvisors.com
Helpful content
I offer a full library of resources to help boost your retirement planning and financial knowledge.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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