First Financial Insights

Our Financial Planning Approach

First Financial Consulting is a “fee-only” investment consulting firm located in Pasadena, California. As a fee-only investment consulting firm, we never sell any products and we

Our Investment Management Approach

First Financial Consulting provides 100% objective advice in a lot of different areas. Today, we would like to focus on our Investment Management approach and what

Scott Sommers

Bench Talk: What Type of Investor Are You?

https://player.vimeo.com/video/133111758 What Type of Investor Are You? Let’s play a game I like to call the “what if” game. What if you inherited $100,000 today?

Greg Welborn

Retirement Myths Women Believe

When it comes to retirement, many women just aren’t prepared. In many cases, the problem isn’t that these women don’t understand that preparing for retirement

Greg Welborn

When Do You Want To Retire?

When Do You Want to Retire? It’s not a trick question, or at least it’s not supposed to be.  The difference between answering “when I

recently widowed woman lying in bed missing her husband
Greg Welborn

Support For the Recently Widowed

Becoming widowed isn’t something women spend much time thinking about.  Whether they’re newly married or been married for decades, women –and men too for that

MorningStar
Scott Sommers

Do Morningstar Stars Matter

With the turn of a new year, results in the 2012 race for the coveted Morningstar star rankings will soon be announced.  Morningstar has done

Bond Risks | Bonds and Their Hidden Risks
First Financial Consulting

Bonds and their Hidden Risks

As everyone probably knows by now, San Bernardino just voted to file for bankruptcy protection. This is the third California city to file bankruptcy this

529 College Savings Plan
Scott Sommers

A Closer Look at 529 Plans

Saving for College with 529 Plans With kids heading off to college this month and next, many parents are ready to pull funds out of

Roth Conversion
Greg Welborn

The Roth Conversion Opportunity

A Roth Conversion Opportunity You Don’t Want to Miss 2010 doesn’t just mark the end of another decade; it also marks a unique window of

Estate Planning Mistakes
Greg Welborn

Top Nine Common Estate Planning Mistakes

Estate Planning is almost universally acknowledged as beneficial, yet it is often practiced poorly. A well developed estate plan requires an ongoing review and evaluation of personal, family and business circumstances, making periodic adjustments as necessary. This article briefly discusses some of the most common mistakes people make in developing their estate plan.

Understanding Annuities Guide

Financial Guide

Understanding
Annuities
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Ready to Talk?

Let’s schedule a time to learn about your needs and retirement plans.

Let’s schedule a time to learn about your needs and retirement plans.

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