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.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
As our nation ages, many Americans are turning their attention to caring for aging parents.
In the face of divorce, making changes to insurance coverage may be overlooked.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Do you have an estate strategy? You should.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
Have you explored all your options when it comes to managing your taxable income?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
When you retire, how will you treat your next chapter?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When markets shift, experienced investors stick to their strategy.