Articles
Get timely insights and advice on personal finance, investment strategies, and wealth management from our team of experienced financial advisors.

Retirement Income: 5 Ways to Coordinate Social Security
By Nino Pavan, J.D., CFP® Coordinating Social Security with your pension and other retirement income sources can feel more complicated than you anticipated. These financial

Southern California Edison Employee Benefits Explained
Whether you’ve just started working for Southern California Edison or you’ve been with the company for years, SCE’s employee benefits can be a challenge to navigate. Read our latest article to discover the benefits that may be available to you.

Timing RMDs to Lower Taxes: A Retiree’s Guide
By Nino Pavan, J.D., CFP® You spent much of your working life saving money for retirement. Now, as a retiree, you face a different challenge:

4-Step Tax Preparation Checklist to Get Organized
By Nino Pavan, J.D., CFP® Tax season often feels heavier for those nearing or already in retirement. Multiple income sources, required distributions, benefit elections, and
Stay In The Know
Looking for more information? Keep up to date by subscribing to our monthly financial articles and quarterly newsletter. With Financial Designs, you’ll never miss the latest updates.