Richard Magdaleno, CFP® ChFC®

5001 Birch Street
Newport Beach, CA 92660

Phone:

(949) 200-7559

E-mail:

Improving Outcomes Through Prudent Planning

Developing a well thought out investment strategy for financial success can seem as daunting as a steep mountainous landscape to anyone who does not have the time, training, or resources to navigate the terrain. Magdaleno Financial Services, founded in 2007, has been advising and guiding clients on bridging the gap to their financial objectives through prudent investment strategies.

Magdaleno Financial Services provides comprehensive, strategic, investment and financial guidance that focuses on asset preservation and enhancement. We understand the value of the “personal touch” and how important it is for us to be responsive and proactive to the needs of our clients.

True financial security aligns your wealth to enable your goals in life and all the financial considerations in between. Allow us to help you plot a course to your best life.

Take control of your future: Schedule a Complementary Meeting Today

Newsletters

Locked Out? How to Break Into Todays Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

An Umbrella Policy Offers Extra Liability Coverage

Covers benefits of personal umbrella insurance for large liability claims.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators