Leon Rousso, CFP and Associates

The smarter you get the better we look

Welcome to our website.  It's primary purpose is to allow existing clients or potential new clients to gain a better understanding of what we do and how we do it.  You will find valuable information within our site.  We assist clients in the counties of Ventura, Santa Barbara and Los Angeles as well as throughout the state of California, Arizona and Nevada.   Our mission is to enhance the quality of your life by incorporating the highest standards of professionalism, integrity, disclosure and suitability into every client relationship.  If you are an existing client thank you as always for your confidence and support over these past 31 years.  If you are new to us we look forward to earning your trust so that we may have an opportunity to serve you or your business.

    

                                  

 

                                   

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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