Larry Aguayo

Larry Aguayo Financial Advisor, Ameriprise Financial Services, LLC California Insurance license

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It’s never too late (or early) to start saving for retirement. Let’s review your current financial picture and discuss r...
12/01/2023

It’s never too late (or early) to start saving for retirement. Let’s review your current financial picture and discuss retirement strategies that are right for you.

Understand the key steps to get started on planning for retirement.

Don’t let runaway expenses due to inflation stand in the way of your financial goals. Let’s connect.
11/15/2023

Don’t let runaway expenses due to inflation stand in the way of your financial goals. Let’s connect.

Balance your income, savings and spending.

For many, retirement means the freedom and flexibility to travel. Before you pack your bags, here are a few tips.
11/01/2023

For many, retirement means the freedom and flexibility to travel. Before you pack your bags, here are a few tips.

Financial considerations for traveling in retirement.

A recent change to U.S. law will give parents, grandparents and students more flexibility over unused 529 assets. We can...
10/13/2023

A recent change to U.S. law will give parents, grandparents and students more flexibility over unused 529 assets. We can help determine how your family can take advantage of this new opportunity.

Americans can transfer excess funds in 529 plans to Roth IRAs starting in 2024. Here is what you need to know to take advantage of this new opportunity.

Smart investing requires the right mindset and the right plan. We can help you make progress toward your goals through a...
09/29/2023

Smart investing requires the right mindset and the right plan. We can help you make progress toward your goals through a combination of steady investing and rebalancing.

Time-tested basics to inform your investment portfolio decisions and support your financial goals.

I can help you create a strategy to pay for a major purchase while helping you stay on track to reach your long-term fin...
09/15/2023

I can help you create a strategy to pay for a major purchase while helping you stay on track to reach your long-term financial goals.

Create a savings and financing strategy that works for you.

Aging is a unique experience for each person. I can help you navigate the financial complexities of caring for aging lov...
09/01/2023

Aging is a unique experience for each person. I can help you navigate the financial complexities of caring for aging loved ones.

How to manage the unique financial, medical and legacy challenges.

Planning an early retirement? Let’s discuss when you should take Social Security benefits.
08/15/2023

Planning an early retirement? Let’s discuss when you should take Social Security benefits.

Planning an early retirement? When to take Social Security benefits requires weighing more than just your retirement date.

Talking about money can be difficult. Here are 9 ways share strong financial values with your child.
07/25/2023

Talking about money can be difficult. Here are 9 ways share strong financial values with your child.

Set your children up for success.

Where do you plan to live in retirement? See how your tax burden may vary from state to state.
07/25/2022

Where do you plan to live in retirement? See how your tax burden may vary from state to state.

We rated every state, plus the District of Columbia, on how retirees are taxed. Some of the results might surprise you.

Most pensions don’t offer a cost-of-living adjustment that keeps pace with the current inflation rate. Together, we can ...
07/20/2022

Most pensions don’t offer a cost-of-living adjustment that keeps pace with the current inflation rate. Together, we can review your options and work to maintain long-term financial health.

Pensions' cost-of-living adjustments largely aren't keeping up with inflation. The dynamic is most acute for state and local government retirees, experts said.

From online phishing to lottery scams, learn about five common types of fraud and how to protect yourself and your famil...
07/15/2022

From online phishing to lottery scams, learn about five common types of fraud and how to protect yourself and your family.

Learn how to recognize red flags and protect against common types of fraud.

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3900 Kilroy Airport Way, Ste 190
Long Beach, CA
90806

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2:30pm

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