Serenity Wealth Management

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Serenity Wealth Management

Curtis Hill specializes in helping retirees and pre-retirees plan their “next chapter.” Raised in North Carolina, Curtis moved to Dallas in his twenties.

Since many individuals and small businesses depend on their investment professional for reliable advice, it is wise to learn what qualifies them as financial professionals. Curtis Hill specializes in helping retirees and pre-retirees plan their “next chapter”. Curtis has more than twenty-five years of experience providing investment, insurance and retirement advice. His expertise comes from workin

g with clients through various economic conditions. Striving to provide the best advice for his clients, Curtis has earned his CERTIFIED FINANCIAL PLANNER™ designation. Has your current advisor acquired the academic competency required to become a CFP®? Curtis also holds two bachelor’s degrees from North Carolina State University (1978) plus a Master’s Degree from Southern Methodist University (1981). He was a successful professional and manager for fifteen years before becoming an investment and retirement advisor. Curtis has written two books, which challenge the traditional advice that most financial planner provide. They are entitled “The Wealth Conspiracy, Avoid the Dark Side of Wall Street” and “The Financial Blind Side, How Your Investment Advisor’s Bias Limits Your Wealth.” In these books you will learn how many advisors compromise their clients’ best interest in order to maximize their own profits. You will also learn what his tag line means “Not the Same Old Advice” and why Curtis is truly a different kind of financial advisor. He moved to Los Angeles in his late thirties where his lives now with his wife of 20+ years, Irina and their dog Alex. Curtis Hill provides insurance services through Serenity Wealth Management. Investment advisory services are offered through a separate entity, Portfolio Medics, LLC a registered investment advisor. Serenity Wealth Management and Portfolio Medics, LLC are not affiliated. CA Insurance License 0B50660

11/02/2023

2024 contribution limits are live: Employees can defer up to $23,000 into workplace plans, up from $22,500 in 2023, and you can contribute up to $7,000 for individual retirement accounts in 2024, up from $6,500.

Reach out today to learn more about what this means for your .

The IRS has increased the 401(k) plan contribution limits for 2024, allowing employees to defer up to $23,000 into workplace plans, up from $22,500 in 2023.

10/26/2023

With the spooky season in full swing, we've been reading about these common horror stories from U.S. News & World Report. But don't worry - our experts are here to make sure your experience is much less scary.

Give us a call today to get the tools you need to start building a solid plan for your financial future.

Learn about the mishaps that could lead to dark days in retirement.

10/17/2023

The best day to start preparing for your , as many financial advisors will tell you, was yesterday. The next best day is today. Don't let economic or unpredictable life events derail your hard work - contact us today to see how we can help you prepare.

An unpredictable economy and unforeseen life events can create a “financial vortex” that makes it difficult to save over the long term and invest for retirement, according to a recent survey from Goldman Sachs. The list of volatile economic factors won’t surprise anyone living in today’s eco...

10/13/2023

Receiving benefits? Your payment will increase on Dec. 29 thanks to a just-announced 3.2% Cost of Living Adjustment (COLA) for 2024. Read more about how 2023's 40-year high plays a role in the calculation:

It's a smaller bump than the 8.7% COLA increase beneficiaries received for this year, reflecting the gradual decrease in inflation over the past year.

10/06/2023

Whether you're new to life insurance or looking to review your coverage, this primer from Yahoo Finance breaks it down. Learn why life insurance is an essential part of your financial plan and how it can help protect your family - get in touch today to discuss your options. 💕👪

Life insurance is a contract that provides financial protection if you die. Learn about types of life insurance policies and how to get coverage.

10/04/2023

By 2030, one out of five Americans will reach age. Even if that one is not you, it's not too early to plan for your income needs after you retire. Check out this 10-year playbook from Kiplinger, then give us a call today to get started.

Ten years before you retire is a good time to start preparing so you're in great shape when the time comes.

09/27/2023

In this time of market uncertainty and high interest rates, we can help you minimize and maximize growth opportunities with fixed indexed (FIAs). Call or visit us to learn more about top products!

A fixed index annuity offers the potential for higher interest rates than bank products and protects your principal from loss.

09/25/2023

Buzz about a potential government is high, with just five days left for Congress to reach a funding agreement.

Concerned about how you'll be affected? Read about steps you can take to stay in control of your finances and call us today to discuss your options.

A looming government shutdown may be scary, but as a retiree you can control your own finances to stay afloat.

09/19/2023

It's critical to claim your benefits at the right time FOR YOU. Let's talk about what that looks like - reach out today.

A new working paper dives into the reasons why many Americans take Social Security earlier than they should.

09/14/2023

riders - add-ons to your contract that can provide additional living or death benefits - can help customize your policy to your specific financial needs. Reach out today to discuss your options.

It's important to weigh the cost of an annuity rider against the potential benefits.

09/08/2023

The list below may seem daunting, but with a proper financial plan, you can minimize the effects of elements like inflation and longevity on your secure . That's where we come in - reach out today to get started.

Learn how to mitigate potential retirement risks while you are still saving for retirement, which can help preserve your income stream long after you retire.

09/01/2023

is a very real challenge to a secure retirement, and one age group seems to be feeling the pressure more than most.

Are you reimagining your later years? Reach out today to see how we can help you navigate your specific financial needs.

As people live longer lives, there is a new emphasis on wealth and health. But not all generations are feeling fully prepared, research finds.

Address

1223 S. Roxbury Drive
Los Angeles, CA
90035

Telephone

+12135098245

Website

https://www.serenitywealthmanagement.com/

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