Welcome to Thompson Wealth
We are a comprehensive financial services firm committed to building long term relationships with our clients. Our goal is to help our clients build the life of their dreams and protect their families’ financial future.
We would like to invite you to learn more about our firm and how we help clients meet the needs of today and pursue the financial goals of tomorrow. Please contact us using the Contact Us form or by calling us at 310 319-5353. We would be delighted to hear from you!
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What’s the deal with your yearly free credit report?
There are things about Social Security that might surprise you.
Marriage changes everything, including your insurance needs.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Taking your Social Security benefits at the right time may help maximize your benefit.
Around the country, attitudes about retirement are shifting.