It Starts with a Plan
Welcome, I’m Michael Bishop, a financial consultant in Murrieta, California. I understand that individuals face unique challenges as they prepare for retirement and look to succeed with their financial goals. With a carefully thought-out plan, I aim to prepare you for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.
For over 25 years I've been advising families, individuals, and businesses and can help you address your needs and goals through all stages of your life.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
There are things about Social Security that might surprise you.
Understanding how capital gains are taxed may help you refine your investment strategies.
Lifestyle considerations in creating your retirement portfolio.
The federal government requires deceased individuals to file a final income tax return.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you explored all your options when it comes to managing your taxable income?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
$1 million in a diversified portfolio could help finance part of your retirement.
An amusing and whimsical look at behavioral finance best practices for investors.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Estate conservation is too important to put off. Do you have a smart exit strategy?