Understanding Today’s Financial Environment
Welcome! I’m Mike Moody, a financial advisor in Calabasas, CA. I understand that individuals need guidance as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement or just getting an investment account started, I will work with you directly to help you pursue your goals.
I have a wealth of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life. Please call me at (818) 963-8859.
Helpful Content
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.