Broker Check
Wealth Accumulation & Management Services Empowering Women Financially Choose The Right Path Become a Member
Education

Education

Empress Investment Group is dedicated to educating and guiding our clients on all aspects of financial planning. We arm you with the knowledge you need to make sound financial decisions. Please explore our educational videos, articles, presentations, and calculators.

Empowerment

Empowerment

Empress Investment Group is 100% committed to the growth and protection of your assets. We invite you to watch our introductory video on how we empower our clients to feel confident when it comes to their investments and financial plan.

Enrichment

Enrichment

Empress Investment Group greatly values our community. We love to give back to our neighbors in Los Angeles by hosting educational events, holding free workshops, and by making charitable contributions. Come see us at our next event!

Free Guide: Will Tax Reform Impact You?

The new tax laws in 2018 could bring significant changes to your tax strategy. Download our free ebook, "5 Things You Need to Know About Tax Reform."



Thank you! Oops!

Helpful Content

Should You Ever Retire?

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.

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

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.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The History of Retirement

Do you know where the idea of “retirement” comes from?

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

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

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

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

Investment Strategies for Retirement

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

Managing Your Lifestyle

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

View all presentations arrow

To Buy or Not to Buy

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

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

View all videos arrow