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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

A black and white image of a couple laughing
Roger Conde | Feb 15, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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A calculator and a pen on top of a graph
Roger Conde | Feb 8, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Roger Conde | Feb 1, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Man sitting on a park bench and working on a laptop
Roger Conde | Jan 25, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Parent reading a book to their newborn child
Roger Conde | Jan 18, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Roger Conde | Jan 11, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Roger Conde | Jan 4, 2023

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Roger Conde | Dec 28, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Roger Conde | Dec 21, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Roger Conde | Dec 14, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Roger Conde | Dec 7, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Hand holding a bill with a red "Past Due" stamp on it
Roger Conde | Nov 30, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Hermosa Beach, CA 90254

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC to residents of AL, AZ, CA, CO, FL, GA, ID, IL, LA, MD, NV, SC, TX.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and jLife Wealth Management are not affiliated. CA Insurance License # 0B57717.

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