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.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Get ready to enjoy America’s national park system with this helpful article.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The earlier you start pursuing financial goals, the better your outcome may be.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
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.
How federal estate taxes work, plus estate management documents and tactics.
Imagine your ideal post-pandemic retirement with this animated video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, cracking the code on bonds.