The Financial Coaching Group, Inc.

The Financial Coaching Group, Inc. Wealth Management & Retirement Planning Specialists. We take the confusion out of retirement planning. Helping the World Retire - One Investor at a Time.

We are a small custom full-service retirement, investing, and income planning firm.

Three tips for giving smart from the heart.
07/11/2025

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
07/09/2025

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, wit...
07/08/2025

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

Markets rose in the second quarter as investors witnessed the new U.S. trade policy's impacts unfold, while tensions continued in the Middle East.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
07/07/2025

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

What role would taxes play in your investment decisions? Find out in this message.
07/04/2025

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

\$100 not spent is more like \$143. Intrigued?
07/02/2025

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

When was the last time you updated your will?
06/30/2025

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
06/27/2025

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Test your estate strategy knowledge with this short quiz.
06/25/2025

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Are you considering a FIRE retirement? Learn the basics here.
06/23/2025

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
06/20/2025

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Second homes have unique risks and insuring them is different than a primary home.
06/18/2025

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Address

23046 Avenida De La Carlota, Suite 430
Laguna Hills, CA
92653

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 2pm

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