In 2014, Eric Lai and John Wenzel founded Archvest Wealth Advisors® 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 helps them...
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 Wenzel |...
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’s Social Security benefit. In this video, we discuss how the Windfall Elimination Provision or the Government Pension Offset might...
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’s time to collect the...
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...
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, Johns...
Thanks to our great Clients, Partners, Colleagues, Family and Friends, we're celebrating the completion of our first year in business. We've built a lot of great relationships already, and we're looking forward to strengthening them even further. Thanks for helping...
"Let’s face it – 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. This video outlines the...
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's all the more important to stay prudent about your...
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's interest above their own. But...
