James Dumbeck is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TDK Financial Group in Seal Beach, CA and the surrounding communities.
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Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.
Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.
Does your retirement plan include your parents? It probably should. Chances are good that they are counting on you to handle their affairs if...
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Identity theft is a topic that doesn't stand still because new ways to steal your personal information—and access your money and credit—crop up...
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Now that the big question has been popped and the ring’s on her finger, it’s time to put the wedding planning machine in motion. Then the...
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About 40 percent of American college students are 25 years of age or older, indicating it is never too late to seek a college degree. In order...
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Tips for Military Personnel and their FamiliesManaging your money on a military budget is tough enough. Now with so many service men and women...
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Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...
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As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...
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A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...
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Reservist and National Guard families whose loved ones have been activated for duty in Iraq or other distant lands face not only separation but...
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We live in a world that likes to make models. We’re obsessed with economists modeling what inflation may be, how weather patterns will emerge,...
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