Protect one of your most valuable assets...your income.

Life Happens.

Are you ready?

Are you prepared for a longer retirement?

Planning for the future doesn't have to be hard.

I can help.

Lucy Barrera

1920 Main St, Suite 700
Irvine, CA 92614

Phone:

949-749-7140

Fax:

844.556.4280

E-mail:

barrera.lucy@principal.com

Complimentary Newsletter

Subscribe to my Monthly E-Newsletter to receive valuable tips and information regarding the strategies and options available for planning your retirement goals.

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Newsletters

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Savings Accumulation

Estimate the future value of your current savings.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators