In 2014 Eric Lai and John Wenzel founded Archvest Wealth Advisors reg after both working for independent RIAs Through a financial planning lens they provide comprehensive services that help clients meet their individual goals Their modern tech forward approach also...
When speaking with a financial planner or investment professional not only is it important to know the right questions to ask but it is also critical to know the red flags to look for This video provides an overview of...
When reviewing retirement plans as part of the process we review the best way to maximize pension payments received In this video I discuss a Social Security Optimization strategy known as Restricted Application Please note new legislation has changed this...
As part of the 2015 budget legislation the two main Social Security strategies known as File And Suspend and Restricted application were substantially altered This video discuss some of the key changes as a result of the legislation change John...
When it comes to selecting an advisor or financial planner to work with it can be a bit overwhelming In our video we describe some key questions to ask when speaking with and interviewing an advisor These questions and more...
To optimize your Social Security benefit one might want to consider the possibility of the strategy known as File and Suspend In this video we provide a more detailed overview of how this strategy works Please speak with a financial...
When it comes to electing the best payment options from your pension one needs to consider how this might affect one rsquo s Social Security benefit In this video we discuss how the Windfall Elimination Provision or the Government Pension...
Archvest is a Proud Community Partner for the 3rd Annual Creole United Festival Sausalito CA Our company participation at the Third Annual Creole United Festival is giving you so much more than a fun day lots of dancing great music...
A lot of financial hurdles come across our life as we age One in particular is Social Security This is a system that for most have been paying into his her entire working career Now it rsquo s time to...
Is it time to start saving for college 529 Plans are one of the most popular investment tools for college savings but how flexible is the plan Would if your child decides not to go to college or gets a...
Thanks to our great Clients Partners Colleagues Family and Friends we 39 re celebrating the completion of our first year in business We 39 ve built a lot of great relationships already and we 39 re looking forward to strengthening...
Housing Options Description As we age one needs to consider the overall comfort in his her home This video introduces the different housing options one should consider and plan for in addition to some home safety tips Source Legg Mason...
quot Let rsquo s face it ndash we all know that in each month we make money we also need to spend money in order to live For most the month comes and goes and little is left over...
The summer days of warm evenings and long nights are just around the corner With summer comes fun in the sun and oftentimes vacation time away from home While away it 39 s all the more important to stay prudent...
As a financial advisor when initially meeting with a client often our discussion shifts to the importance of the standard we are legally upheld by Simply stated this standard requires advisors to put their client 39 s interest above their...
