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WRC - William Rodgers Company - Tustin, CA

  
Need Financial Advice? Own a Small Business? Pay Too Much in Tax? Ready to Retire?

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One of our primary goals is to develop a long-term, trusting relationship with you.

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Independent

One of the things that makes us more effective as business and financial advisors is our independence.

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Constructive

Insights and understanding that can help you better define your business and financial objectives.

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Helpful Content

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Investment Strategies for Retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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