07/24/2026
Retiring with a LARGE retirement account balance ⁉ Watch this vidoe to see how your RMDs (Required Minimum Distributiosn) are caclucated. 💰🎯
Centerpoint Financial Management LLC
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Tax-efficient financial planning for California-based business owners and executives nearing retirement. Many financial advisors say they do tax planning.
As both a CFP® and CPA, we have the credentials to back it up.
07/22/2026
Deciding when to take Social Security?⚖️ Watch this first! ⁉🎯
07/20/2026
Don't make these Retirement Mistakes! 😲 Plan accordingly! 🎯
07/17/2026
$2M Retirement 💰 Should you let ChatGPT plan it⁉
07/15/2026
✅Your income tax picture during retirement may be more complicated that you think⁉😲
07/13/2026
Retirement investing💰: Matching your investments with your retirement timeline! 🎯
07/10/2026
$1M IRA? 💰 How much will you be forced to take out at age 75⁉
07/08/2026
Tax Planning In Retirement ⁉ 🎯
07/06/2026
Fight inflation 📈 during your retirement with this simple strategy! 🎯
07/03/2026
How to help fight INFLATION 💰📈 during your retirement! 🛡️🎯
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7700 Irvine Center Drive, Suite 800
Irvine, CA
92618
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| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |