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Warner Center Towers
21550 Oxnard Street Suite 810
Woodland Hills, CA 91367

Richardson Financial

(818) 348-0603

 
When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype

Welcome to Richardson Financial !

As a full-service financial firm we offer solutions to our clients’ needs. We have created this website in order to answer any generic questions about our firm and to be a resource for a wide array of information and market research. This website is also used to facilitate our clients in accessing their own accounts and information. Feel free to browse through our menu of options and contact us with any questions you may have.

If you are currently an investment client, you may access your investments by clicking the link labeled ‘My Account’ below.  For those using Securedrawer, you may log in by clicking on the link under the Client Information tab above.

For our individual income tax clients, we are now using a paperless E-Organizer system to submit your tax return data. This tool of the future is easy to use and easy to access. To find out more about the E-Organizer process click the ‘Paperless E-Organizer’ link under the Client Information tab above. 

Helpful Content

Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

 

How Big is Money?

Learn a little about worldwide currency in this fun infographic

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Debt Stress

There’s a link between debt and stress.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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