Corcoran Wealth Management

Corcoran Wealth Management We help pre-retirees and retirees to makes sure they have guaranteed income and security.

Our Mission is to create a Retirement Plan that guarantees Income for Life, followed by Safe Growth then have funds to invest as your risk tolerance allows.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
09/07/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
09/04/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
09/02/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
08/31/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
08/28/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
08/26/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

What steps might help you sustain and grow your retirement savings? This piece explores them.
08/24/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Children with special needs may need ongoing help after their parents are gone.
08/21/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

FDIC insurance was designed to protect your deposited funds, but do you know how?
08/19/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

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42072 5th Street Ste 206
Temecula, CA
92590

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