The Financial Coaching Group, Inc.

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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.

These 6 things might make your next return a prime target for an IRS audit.
10/23/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Social Security: Retirement's main source of income or monthly bonus? You decide.
10/21/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

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

Do you need umbrella insurance? Find out more.
10/19/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
10/16/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

10/14/2026

With great wealth comes even greater questions. Learn more in our article.

10/12/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

10/09/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Three steps may make a difference if you find yourself suddenly single.
10/07/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
10/05/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

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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