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 Jerry Sheby, CFP®
 Kirk Sheby

 

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5000 East Spring Street
Suite 340
Long Beach, California 90815

(562) 420-7800


Encore Careers: Push Your Boundaries Encore Careers: Push Your Boundaries Understanding the SECURE Act Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement The Long Run: Women and Retirement

Understanding Today’s Financial Environment

Welcome, we are a financial professional team in Long Beach, California. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (562) 420-7800.

Helpful Content

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Contributing to an IRA?

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Investment Strategies for Retirement

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

Your Cash Flow Statement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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

5 Smart Investing Principles

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Perception vs. Reality

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

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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