Skip to main content
jLife Wealth Management logo
menu
  • Home
  • Meet The Team
    • About Us
  • Who We Serve
  • What We Do
    • Our Process
    • Our Services
    • S.T.E.P. into Retirement®
    • Risk Self-Assessment
    • Insurance Partners
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
    • Videos
  • Contact
  • Client Access
  • Santa Monica

    Achieving Success by Working Together

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

    Learn More Contact Us

Blog

A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Roger Conde | Apr 12, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
Focused young woman shopping online on her laptop
Roger Conde | Apr 5, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Roger Conde | Mar 29, 2023

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Read More
A couple working in their kitchen together
Roger Conde | Mar 22, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Roger Conde | Mar 15, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Roger Conde | Mar 8, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
Toddler standing at the bottom of a stone staircase
Roger Conde | Mar 1, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Ten key accounting calculator on a soft yellow desk
Roger Conde | Feb 22, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Current page 6
  • Page 7
  • Page 8
  • Next page Next ›
  • Last page Last »

ADDRESS

2447 Pacific Coast Highway, 2nd Floor
Hermosa Beach, CA 90254

CONTACT

P | 310-545-8500
E | info@jLifeWealth.com

CONNECT

   

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.

Cambridge's Form CRS (Customer Relationship Summary)

© 2025 jLife Wealth Management All rights reserved.