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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."



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Helpful Content

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

 

Insurance Needs Assessment: Married With Children

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

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

A Look at Systematic Withdrawals

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

What Is the Dividend Yield?

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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5 Smart Investing Principles

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

An Inside Look at Retirement Living

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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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

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

A Bucket Plan to Go with Your Bucket List

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

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Surprises

Making the most of surprises is a great reason to work with us.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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