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About Us

Midtown Wealth Advisors is an independent financial planning firm based in Torrance, CA. Our commitment is to deliver comprehensive, goal-based financial solutions to families and businesses.

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Philosophy

Good decisions come from good knowledge. With our education-oriented, holistic approach, our clients become well informed and educated on the financial planning topics.

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Services

Midtown Wealth Advisors offers comprehensive financial planning services (Estate Planning, Insurance Planning and Retirement Planning) that help you achieve goals and reduce risks.

Read More

About Us

Midtown Wealth Advisors is an independent financial planning firm based in Torrance, CA. Our commitment is to deliver comprehensive, goal-based financial solutions to families and businesses.

Read More

Philosophy

ood decisions come from good knowledge. With our education-oriented, holistic approach, our clients become well informed and educated on the financial planning topics.

Read More

Services

Midtown Wealth Advisors offers comprehensive financial planning services (Estate Planning, Insurance Planning and Retirement Planning) that help you achieve goals and reduce risks.

Read More

About Us

Midtown Wealth Advisors is an independent financial planning firm based in Torrance, CA. Our commitment is to deliver comprehensive, goal-based financial solutions to families and businesses.

Read More

Philosophy

ood decisions come from good knowledge. With our education-oriented, holistic approach, our clients become well informed and educated on the financial planning topics.

Read More

Services

Midtown Wealth Advisors offers comprehensive financial planning services (Estate Planning, Insurance Planning and Retirement Planning) that help you achieve goals and reduce risks.

Read More

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Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Money Draining Food Myths

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These food myths will really put a drain on your wallet.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Building Your Legacy

A four-step framework for building a personal legacy.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Protect yourself against the damage that your homeowners policy doesn’t cover.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Enter various payment options and determine how long it may take to pay off a credit card.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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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