◈ Homepage — https://www.goldeneaglewealth.com/Home About Us Resource Center Tools Contact Golden Eagle Wealth Management Your choice for Financial Services Tailored Wealth Management Your choice for Financial Services Golden Eagle Wealth Management Your choice for Financial Services Tailored Wealth Management Your choice for Financial Services Golden Eagle Wealth Management Your choice for Financial Services Tailored Wealth Management Your choice for Financial Services Where do you want to go? We'll get there, together. Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. SCHEDULE AN APPOINTMENT Your Process We create strategies that are tailored to your goals. LEARN MORE Our History We're prepared to guide you through life's transitions.  LEARN MORE Shared Values We operate our business with ethics and integrity. LEARN MORE Resources Let's talk about your investment strategies. LEARN MORE Words of Wisdom "An investment in knowledge pays the best interest." - Benjamin Franklin Welcome to the family! Golden Eagle Wealth Management proudly operates within TAG Advisors, one of the largest branches at Cambridge Investment Research. Cambridge is one of the nation’s top independent Broker/Dealers, recognized in the industry for their innovative financial solutions and values of integrity, commitment, flexibility and kindness. TAG Advisors has over 400 registered financial professionals located throughout the United States and over $22 billion in assets under advisement. As a leader in the financial services industry, this ensemble of independent financial professionals brings over 40 years of experience in comprehensive financial planning and client support. This combination of knowledge and independence allows TAG to fully serve their clients’ needs with customized financial solutions. LEARN MORE Your goals are our goals. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind. LEARN MORE We go with you, wherever the road of life takes you. We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Meet Our Team Javier R. Valenzuela President 626-872-2377 [email protected] To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com. Have a Question? Name Email Phone Question SUBMIT Contact Office: 626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA, SIPC, to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary) ◈ Interior Pages — 22 pages crawledAll Videos | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact All Videos When Markets React When markets shift, experienced investors stick to their strategy. Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors. Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Emerging Market Opportunities What are your options for investing in emerging markets? Social Security: By the Numbers Here are five facts about Social Security that might surprise you. The Other Sure Thing A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges. 16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up. Retirement Accounts When You Change Your Job This video explores what to do with retirement accounts when you move on from your job. Bull and Bear Go To Market Learn about the difference between bulls and bears—markets, that is! 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. 18 Years Worth of Days The average retirement lasts for 18 years. What will you do with your days? How Cash Apps Work Peer-to-peer payment apps are one of the newest ways to send money. Top 5 Things to Tell Your Financial Pro Here are the top 5 things your team may want to hear. How to Bake a Pie-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how? Preparation is the Key to Retirement The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more. Timing Your Retirement This short video illustrates the importance of understanding sequence of returns risk. What You Need to Know About Social Security Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype? Retirement Plan Detectives Watch this fun video for tips on how to search for missing money. Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs. Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance. Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life. 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video. Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video. Dreaming Up an Active Retirement When you retire, how will you treat your next chapter? Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. Stay Safe with a Business Owner's Policy Learn the advantages of Business Owner's Policies with this highly educational and fun animated video. The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route. Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow. Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money. RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two? Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit When should you take your Social Security benefit? Saving for College 101 Here's a crash course on saving for college. The Latte Lie and Other Myths Check out this video to begin separating fact from fiction. It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio. The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Forecast This short video helps explain why markets can be as unpredictable as the weather. Retirement Redefined Around the country, attitudes about retirement are shifting. Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards. Investments You’ve made investments your whole life. Work with us to help make the most of them. Surprises Making the most of surprises is a great reason to work with us. Extended Care: A Patchwork of Possibilities What is your plan for health care during retirement? Coaches Coaches have helped you your whole life, in ways big and small. We'd like to be one of them. A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. From Boats to Brokers From the Dutch East India Company to Wall St., the stock market has a long and storied history. Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering. Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds. The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does. How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff? Bursting the Bubble Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst? Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home What if instead of buying that vacation home, you invested the money? An Arm and a Leg 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. What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe. The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer. Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now. Global and International Funds Investors seeking world investments can choose between global and international funds. What's the difference? Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity. The Business Cycle How will you weather the ups and downs of the business cycle? The Rule of 72 Do you know how long it may take for your investments to double in va Personal Information Form Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Personal Information Form Name Email Address Message Prohibit the sale of personal information Request copies of personal information Request deletion of personal information Thank you! Oops! Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Investment | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Investment Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Featured Video 16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Bursting the Bubble Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst? Don’t Be Your Own Worst Enemy Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of. Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity. Articles Calculators Videos Risk Perspective Is it possible to avoid loss? Not entirely, but you can attempt to manage risk. Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind. Estimating the Cost of College This worksheet can help you estimate the costs of a four-year college program. Best-Performing Asset Classes Bonds may outperform stocks one year only to have stocks rebound the next. How Stocks Work Understanding how a stock works is key to understanding your investments. How the Federal Reserve Works Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system. View all articles Debt vs. Investment Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere. How Can I Save a Million Dollars? See what it takes in monthly contributions and time to reach a million-dollar savings goal. Debt-to-Income Ratio Calculator Calculate your debt-to-income ratio to understand how lenders may view your financial health. Monthly Budget Track your monthly income and expenses to get a clearer view of your cash flow. Comparing Investments Compare two different scenarios side by side to see how they stack up over time. Taxable vs. Tax-Deferred Savings Compare how the same contribution grows differently in taxable versus tax-deferred accounts. View all calculators When Markets React When markets shift, experienced investors stick to their strategy. Should You Invest in Exchange Traded Funds? There are thousands of ETFs available. Should you invest in them? The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer. Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds. The Rule of 72 Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out. The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does. View all videos Articles How the Federal Reserve Works Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system. The Great Debate Continues: Active vs. Passive In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?” Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important. Impact Investing or Philanthropy This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy. Bull & Bear Markets: A Timeline This helpful infographic will define bull and bear markets, as well as give a historical overview. Global vs. International: What’s the Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks. View all articles Calculators Taxable vs. Tax-Deferred Savings Compare how the same contribution grows differently in taxable versus tax-deferred accounts. Bi-Weekly Mortgage Payments See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan. Wedding Budget Calculator Estimate total wedding costs and see how different choices affect your overall budget. How Long Will Your Money Last? See how long a lump sum of savings could last based on your withdrawal rate and return. How Can I Save a Million Dollars? See what it takes in monthly contributions and time to reach a million-dollar savings goal. Student Loan Payoff Calculator: Extra Payments Can Save You See how extra payments toward your student loans could shorten your payoff timeline. View all calculators Videos Emerging Market Opportunities What are your options for investing in emerging markets? Bull and Bear Go To Market Learn about the difference between bulls and bears—markets, that is! Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering. It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio. Global and International Funds Investors seeking world investments can choose between global and international funds. What's the difference? Bursting the Bubble Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst? View all videos Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Our Mission Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Our Mission How We Work Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.  We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. One of our primary goals is to develop a long-term, trusting relationship with you. Our Process We create strategies that are tailored to your needs and goals. Our History Years of experience have prepared us to guide you through your life transitions. Have a Question? Name Email Address Phone Question Send Thank you! Oops! Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Contact | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Contact Alhambra Office 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Phone: 626-872-2377 Fax: 626-872-2377 Mon-Fri: 9:00 AM - 5:00 PM Have A Question? Name Email Address Message Thank you! Oops! Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Resource Center | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Resource Center Estate Manage personal affairs while you're alive and control the distribution of wealth upon your death. Insurance A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Investment Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Lifestyle How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters. Money Managing your money involves more than simply making and following a budget. Retirement Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Tax Understanding tax strategies can potentially help you better manage your overall tax situation. Have A Question? Name Email Address Message Thank you! Oops! Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Money | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Money One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Featured Video Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Saving for College 101 Here's a crash course on saving for college. A Penny Saved is Two Pennies Earned Here are some simple and inexpensive energy-saving tips that may help you save money. The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Articles Calculators Videos How Big is Money? Learn a little about worldwide currency in this fun infographic The History of Currency Currency has been around for a long time. Here's a quick history lesson. Building a Solid Financial Foundation Sustain financial well-being or create wealth through these actions. What Will You Do With Your Bonus or Windfall? This article examines one's options when receiving a work bonus or other financial windfalls. Understanding FDIC Insurance FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question. The Big Pause This handy interactive explains which essential government services are affected by a shutdown. View all articles Historical Inflation See how the purchasing power of a dollar has changed over time due to inflation. Lifetime of Earnings Estimate how much you may earn over your working years based on your current income. Credit Card Payoff Find out how long it may take to pay off a credit card balance and what it costs in interest. View all calculators How Cash Apps Work Peer-to-peer payment apps are one of the newest ways to send money. The Power of Compound Interest Learn how to harness the power of compound interest for your investments. The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. The Latte Lie and Other Myths Check out this video to begin separating fact from fiction. Saving for College 101 Here's a crash course on saving for college. Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff? View all videos Articles Making a Charitable Contribution There are benefits and limitations when you decide to donate stock. Personal Finance Calendar Use this handy calendar to remember the year’s most important financial dates. The History of Currency Currency has been around for a long time. Here's a quick history lesson. Weighing the Benefits of Prepaid Debit Cards It's important to understand the pros and cons when considering a prepaid debit card. How Big is Money? Learn a little about worldwide currency in this fun infographic Budgeting After a Divorce Divorce is the second most stressful time in a person's life. Here's some tips to get through it. View all articles Calculators Historical Inflation See how the purchasing power of a dollar has changed over time due to inflation. Lifetime of Earnings Estimate how much you may earn over your working years based on your current income. Credit Card Payoff Find out how long it may take to pay off a credit card balance and what it costs in interest. View all calculators Videos Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff? How Cash Apps Work Peer-to-peer payment apps are one of the newest ways to send money. Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money. The Power of Compound Interest Learn how to harness the power of compound interest for your investments. The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. View all videos Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Estate | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Estate Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Featured Video When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Have A Question About This Topic? Name Email Address Message Thank you! Oops! 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. A Brief History of Estate Taxes Federal estate taxes have long since been a lucrative source of funding for the federal government. Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Articles Calculators Videos Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands. White Elephant Inheritance This article deals with how one might deal with a burdensome inheritance. Steps to Protecting a Child with Disabilities Planning for children with special needs can be confusing but by working together, we can help navigate those challenges. Intellectual Property Rocks in a New Digital Era Intellectual property ownership and its implications for ordinary people and estates. 3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy. View all articles Comparing Mortgage Terms Compare different mortgage term lengths side by side to find the option that fits your budget. View all calculators Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? View all videos Articles And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible. Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive. Choosing a Business Structure Entrepreneurs all face the same question, “Which business structure should I adopt?” Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. Intellectual Property Rocks in a New Digital Era Intellectual property ownership and its implications for ordinary people and estates. View all articles Calculators Comparing Mortgage Terms Compare different mortgage term lengths side by side to find the option that fits your budget. View all calculators Videos 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. View all videos Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Javier Valenzuela | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Javier R. Valenzuela President 626-872-2377 [email protected] Mr. Valenzuela graduated from Boston College in Chestnut Hill, MA in 1981 BA Political Science. He also is licensed by FINRA with Securities 7, 65, 63, 6 and SIE (Fiduciary). Life, Health and Disability Insurance CA License since 2003. Mr. Valenzuela has served as past Chairman and President of the Variety Boys and Girls Club Board of Directors, in Los Angeles, CA.  Mr. Valenzuela served as President Board of Directors of the San Gabriel Rotary Club 2007-08. Also served on Board of Directors for the YMCA San Gabriel, and the Alhambra Police Foundation. Member of Boston College Varsity Indoor Track Team. Mr Valenzuela has completed 10 marathons. Mr. Valenzuela lives in San Gabriel, CA with his wife Mary Elaine. They enjoy international travel, golf, snow skiing, BC and USC college football games, and hiking trails! Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Welcome Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Welcome to Golden Eagle Wealth Management Dear Friends, We are fiduciaries here at GEWM and will help you review your individual financial portfolios and customize a financial plan for your family. Questions to consider now: How much monthly retirement income will you need in retirement? Is my 401k invested properly for my age group and risk profile? Will my Lifestyle change in retirement? Should you downsize your home or relocate to another state? Do I have market downside protection in my investment portfolio? What about your Pension or Social Security benefits? Will you leave a Legacy (Living Trust/Estate Planning) to your family? Do I have my beneficiaries designated correctly in my life insurance policies and investment accounts? If these topics are important to you, let's schedule a meeting! We also work with these retirement plan groups. LACERA, LAFPP, LACERS, CALPERS, LAUSD, TSP - Federal , State of California, and many more with 401k, 403b, and 457 plans. Best- Javier R. Valenzuela GEWM 626-872-2377 Office Monday -Friday 9am -4pm Have a Question? Name Email Address Phone Question Send Thank you! Oops! Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Glossary | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Glossary A B C D E F G H I J K L M N O P Q R S T U V W Y Z 1035 Exchange A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. 401(k) Plan A qualified retirement plan available to eligible employees of companies. 401(k) plans allow eligible employees to defer taxation on a specific percentage of their income that is to be put toward retirement savings; taxes on this deferred income and on any earnings the account generates are deferred until the funds are withdrawn—normally in retirement. Employers may match part or all of an employee’s contributions. Employees may be responsible for investment selections and enjoy the direct tax savings. 401(k) Loan A loan taken from the assets within a 401(k) account; 401(k) loans charge interest and are normally paid back through payroll deductions. If the borrower leaves an employer before a 401(k) loan has been repaid, the full amount of the loan is generally due. If the borrower fails to repay the loan, it is considered a distribution, and ordinary income taxes may be due along with any applicable tax penalties. Note: under the Tax Cuts and Jobs Act, you don’t have to pay taxes or the penalty if you repay the loan by the due date of your tax return for the year that you leave your job (including extensions). For example, if you leave your job in 2020, you’d have until April 15, 2021, to repay the loan. 403(b) Plan A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. Account Balance The amount held in an account at the end of a reporting period. For example, a credit card account balance would show the amount owed to a lender as a result of purchases made during a specific period. Adjustable-Rate Mortgage (ARM) A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-rate mortgages because the lender is able to transfer some of the risk to the borrower; if prevailing rates go higher, the interest rate on a variable mortgage may adjust upward as well. Adjusted Gross Income (AGI) One figure used in the calculation of income tax liability. AGI is determined by subtracting allowable adjustments from gross income. Administrator A probate-court-appointed person who is tasked with settling an estate for which there is no will. After-Tax Return The return on an investment after subtracting any taxes due. Aggressive Growth Fund A mutual fund offered by an investment company that specifically pursues substantial capital gains. Mutual fund balances are subject to fluctuation in value and market risk. Shares, when redeemed, may be worth more or less than their original cost. Mutual funds are sold only by prospectus. Individuals are encouraged to consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Read it carefully before you invest or send money. Alternative Minimum Tax (AMT) A method of calculating income tax with a unique set of rules for deductions and exemptions that are more restrictive than those in the traditional tax system. The AMT attempts to ensure that certain high-income taxpayers don’t pay a lower effective tax rate than everyone else. To determine whether or not the AMT applies, taxpayers must fill out IRS Form 6251. Annual Percentage Rate (APR) The yearly cost of a loan expressed as a percentage of the loan amount. The APR includes interest owed and any fees or additional costs associated with the agreement. Annual Report A report required by the Securities and Exchange Commission (SEC) of any company issuing registered stock, that describes a company’s management, operations, and financial reports. Annual reports are sent to shareholders, and must also be available for public review. Annuity A contract with an insurance company that guarantees current or future payments in exchange for a premium or series of premiums. The interest earned on an annuity contract is not taxable until the funds are paid out or withdrawn. Withdrawals and income payments are taxed as ordinary income. If a withdrawal is made prior to age 59½, penalties may apply. The guarantees of an annuity contract depend on the issuing company’s claims-paying ability. Annuities have fees and charges associated with the contract, and a surrender charge also may apply if the contract owner elects to give up the annuity before certain time-period conditions are satisfied. Appraisal A formal assessment of a property’s value at a specific point in time, performed by a qualified professional. Asset Anything owned that has a current value that may provide a future benefit. Asset Allocation A method of allocating funds to pursue the highest potential return at a specific level of risk. Asset allocation normally uses sophisticated mathematical analysis of the historical performance of asset classes to attempt to project future risk and return. Asset allocation is an approach to help manage investment risk. It does not guarantee against investment loss. Asset Class A specific category of investments that share similar characteristics and tend to behave similarly in the marketplace. Audit In accounting, the formal examination of a company’s financial records by a qualified professional to determine the records’ accuracy, consistency, and conformity to legal standards and established accounting principles. In taxes, the formal examination of a tax return by the Internal Revenue Service or other authority to determine its accuracy. Automatic Reinvestment An arrangement under which an institution automatically deposits dividends or capital gains generated by an individual’s investment back into the investment to purchase additional shares. Balanced Mutual Fund A mutual fund offered by an investment company which attempts to hold a balance of stocks and bonds. Mutual funds are subject to fluctuation in value and market risk. Shares, when redeemed, may be worth more or less than their original cost. Mutual funds are sold only by prospectus. Individuals are encouraged to consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Read it carefully before you invest or send money. Bear Market A market experiencing an extended period of declining prices. A bear market is the opposite of a bull market. Beneficiary The person or entity who will receive benefits from a life insurance policy, qualified retirement plan, annuity, trust, or will upon the death of an individual. Blue Chip Stock The stock of an established company which has a history of generating a profit and possibly a consistent dividend. Bond A debt instrument under which the issuer promises to pay a specified amount of interest and to repay the principal at maturity. The market value of a bond will fluctuate with changes in interest rates. As rates rise, the value of existing bonds typically falls. If an investor sells a bond before maturity, it may be worth more or less than the initial purchase price. By holding a bond to maturity, an investor will receive the interest payments due plus his or her original principal, barring default by the issuer. Investments seeking to achieve higher yields also involve a higher degree of risk Insurance | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Insurance Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Featured Video The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Your DNA Test A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold. A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance. The Other Sure Thing A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges. Articles Calculators Videos Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs. Replacing Your Medicare Card Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article. Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties? Is Term Life Insurance for You? Term insurance is the simplest form of life insurance. Here's how it works. A Look at Whole Life Insurance Whole life insurance remains in force as long as you remain current with premiums. Here's how it works. Social Media: #NewestBusinessLiabilityRisk Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk. View all articles How Long Will My Savings Last If I Become Disabled? See how long your current savings might last if a disability interrupted your income. Long-Term-Care Needs Estimate potential long-term care costs and what coverage may help address them. View all calculators The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video. Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs. Your DNA Test A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold. Extended Care: A Patchwork of Possibilities What is your plan for health care during retirement? The Other Sure Thing A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges. Stay Safe with a Business Owner's Policy Learn the advantages of Business Owner's Policies with this highly educational and fun animated video. View all videos Articles Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself. Life Insurance Myths: Debunked Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage. The Basics of Medicare Learn all about Medicare basics in this informative and insightful article. Dog Bites Neighbor. Now What? Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian? Universal Life Insurance Universal life insurance is permanent insurance with a flexible premium. Here's how it works. Protecting Your Business from the Loss of a Key Person Business owners may be able to protect themselves from the financial consequences of losing a key employee. View all articles Calculators Long-Term-Care Needs Estimate potential long-term care costs and what coverage may help address them. How Long Will My Savings Last If I Become Disabled? See how long your current savings might last if a disability interrupted your income. View all calculators Videos The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video. Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs. Extended Care: A Patchwork of Possibilities What is your plan for health care during retirement? The Other Sure Thing A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges. Your DNA Test A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold. Stay Safe with a Business Owner's Policy Learn the advantages of Business Owner's Policies with this highly educational and fun animated video. View all videos Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Meet the Team Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Meet the Team At our firm, we have the client—and only the client—in mind. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. Golden Eagle Wealth Management proudly operates within TAG Advisors, one of the largest branches at Cambridge Investment Research, Inc. TAG Advisors has over 400 registered financial professionals located throughout the United States and over $22 billion in assets under advisement.  Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Javier R. Valenzuela President 626-872-2377 [email protected] Client Centered Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. Contact Us Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Retirement | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Retirement Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Featured Video Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. Exploring Retirement Plans for Small Businesses Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic. The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route. Articles Calculators Videos Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgment. Money that Buys Good Health is Never Ill Spent It's important to make sure your retirement strategy anticipates health-care expenses. Find That Lost Retirement Account With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money. How Will Working Affect Social Security Benefits? Knowing the rules may help you decide when to start benefits. A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer. SECURE Act 2.0: An Overview The second iteration of the SECURE Act brings forward several changes to the world of retirement. View all articles Emergency Fund Calculator Find out how large your emergency fund should be based on your monthly expenses. Assess Your Life Insurance Needs Estimate how much life insurance coverage may be appropriate for your situation. Inflation & Retirement See how inflation over time could affect the purchasing power of your retirement income. The Power of 401k Catch-Ups See how catch-up contributions after age 50 could significantly boost your retirement balance. My Retirement Savings See how your current savings rate and contributions may grow into retirement income. Simple 401k See how increasing your 401(k) contributions today could affect your balance at retirement. View all calculators Social Security: By the Numbers Here are five facts about Social Security that might surprise you. Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. Retirement Accounts When You Change Your Job This video explores what to do with retirement accounts when you move on from your job. View all videos Articles 8 Financial Milestone Birthdays Get ready to celebrate your financial birthdays in this informative infographic. Conquering Retirement Challenges for Women Looking ahead can help you conquer these unique obstacles. Financial Strategies for Women Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent. Social Security Fairness Act's New Chapter Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families. Women and Financial Strategies Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. Retirement Realities Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. View all articles Calculators The Power of 401k Catch-Ups See how catch-up contributions after age 50 could significantly boost your retirement balance. Simple 401k See how increasing your 401(k) contributions today could affect your balance at retirement. My Retirement Savings See how your current savings rate and contributions may grow into retirement income. Roth 401(k) vs. Traditional 401(k) Compare Roth and traditional 401(k) options to see which may work better for your situation. Assess Your Life Insurance Needs Estimate how much life insurance coverage may be appropriate for your situation. Emergency Fund Calculator Find out how large your emergency fund should be based on your monthly expenses. View all calculators Videos Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life. A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Top 5 Things to Tell Your Financial Pro Here are the top 5 things your team may want to hear. Retirement Accounts When You Change Your Job This video explores what to do with retirement accounts when you move on from your job. Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. View all videos Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities prod Latest Articles | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Latest Articles Retirement Introducing the 530A Accounts 9 Facts About Retirement What to Expect in Your First Year of Retirement Social Security: Maximizing Benefits Who Is Your Trusted Contact? First Year of Retirement: What to Expect Conquering Retirement Challenges for Women Deciding When to Take Social Security Women on the Rise Choosing a Retirement Plan that Fits Your Business Investment The Utility of Sector Investing The Anatomy of an Index Alternative Investments - Going Mainstream The Threat of Identity Theft A Primer on Dividends A Taxing Story: Capital Gains and Losses Inflation & Your Money TIPS for Inflation How Stocks Work Mutual Funds vs. ETFs Estate Problems with Probate Four Steps to Valuing an Estate Intellectual Property and Your Estate Estate Strategies of the Rich and Famous How Often Should You Update Your Estate Strategy? Estate Management Checklist A Brief History of Estate Taxes Steps to Protecting a Child with Disabilities Yours, Mine, and Ours: Estate Strategies for Second Marriages A Living Trust Primer Insurance Keeping Summer Safe: Pool and Spa Safety Tips Teen Drinking and Your Liability Making Sense Of A Home Warranty The Cost of Medical Care What to Look for in an Extended-Care Policy Inventorying Your Possessions When Life Insurance Becomes Taxable Understanding Extended Care Assess Life Insurance Needs The A, B, C, & D of Medicare Tax How Income Taxes Work How to Make the Tax Code Work for You Five Most Overlooked Tax Deductions Understanding Marginal Income Tax Brackets What's My 2026 Tax Bracket? Tax & Estate Strategies for Married LGBTQ+ Couples Filing Final Tax Returns for the Deceased What Do Your Taxes Pay For? Do You Owe The AMT? What Is a 1035 Exchange? Money The Half Million Dollar Baby Buying vs. Leasing a Car How Big is Money? Making Sense of HSAs and FSAs What Can You Buy With 529 Distributions? Personal Finance Calendar What If Your Kids Decide Against College? The Big Pause What Will You Do With Your Bonus or Windfall? Year-End Charitable Gifting and You Lifestyle A Path to Serenity and Smart Money Choices Prevent a Rift: Money Tips for Newlyweds Fixed or Variable Mortgage, Which Should You Pick? Mastering Mobile Lingo Money Draining Food Myths Changing Unhealthy Behaviors The Financial Literacy Crisis Putting a Price Tag On Your Health How Boomers and Millennials Differ Do Your Kids Know The Value of a Silver Spoon?   Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   All Calculators | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact All Calculators Retirement The Power of 401k Catch-Ups Assess Your Life Insurance Needs My Retirement Savings Annuity Comparison Simple 401k Inflation & Retirement IRA Income Estimate Your RMD Roth 401(k) vs. Traditional 401(k) Emergency Fund Calculator What Rate Would I Need to Earn on My Savings? How Much Do I Need To Retire? Investment How Long Will Your Money Last? Monthly Budget College Savings Comparing Investments Debt vs. Investment What Is My Net Worth? Student Loan Payoff Calculator: Extra Payments Can Save You Money Student Loan Refinance Calculator Wedding Budget Calculator Bi-Weekly Mortgage Payments Taxable vs. Tax-Deferred Savings What Is the Dividend Yield? Debt-to-Income Ratio Calculator The Power of Interest - How Long Will it take My Money to Double? How Can I Save a Million Dollars? How Compound Interest Works Estate Comparing Mortgage Terms Insurance How Long Will My Savings Last If I Become Disabled? Long-Term-Care Needs Tax Home Mortgage Deduction Federal Capital Gains Tax Estimator Social Security Tax Estimator Money Credit Card Payoff Lifetime of Earnings Historical Inflation Lifestyle How Much Home Can I Afford? What's Your MPG? Should I Buy or Lease an Auto? Rent vs Buy Calculator   The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Lifestyle | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Lifestyle Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.” Featured Video Surprises Making the most of surprises is a great reason to work with us. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Coaches Coaches have helped you your whole life, in ways big and small. We'd like to be one of them. Changing Unhealthy Behaviors Five phases to changing unhealthy behaviors. Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards. Articles Calculators Videos To Catch a Thief Having your identity stolen may result in financial loss plus the cost of trying to restore your good name. Building Your Legacy A four-step framework for building a personal legacy. Good Health is Good Business Good employee health can be great for the company’s bottom line. Money Draining Food Myths These food myths will really put a drain on your wallet. Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money. Mastering Mobile Lingo Do you understand these common mobile slang terms? View all articles What's Your MPG? Calculate your vehicle's fuel efficiency and see what you're spending on gas annually. How Much Home Can I Afford? Estimate how much home may fit within your budget based on income and expenses. Should I Buy or Lease an Auto? Compare the true costs of buying versus leasing a vehicle to find the better fit for you. Rent vs Buy Calculator Compare the long-term financial outcomes of renting versus buying a home. View all calculators It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now. Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. The Richest Man in Babylon In good times and bad, consistently saving a percentage of your income is a sound financial practice. An Arm and a Leg 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. Surprises Making the most of surprises is a great reason to work with us. View all videos Articles Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money. Creative Ways to Motivate Your Employees Five creative (and inexpensive) ideas for motivating your employees. Please Leave Home Without It Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions. Prevent a Rift: Money Tips for Newlyweds Couples may be able to head off many of the problems in a marriage that money can cause. Fixed or Variable Mortgage, Which Should You Pick? When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage. Retiring Wild: National Parks and You Get ready to enjoy America’s national park system with this helpful article. View all articles Calculators What's Your MPG? Calculate your vehicle's fuel efficiency and see what you're spending on gas annually. How Much Home Can I Afford? Estimate how much home may fit within your budget based on income and expenses. Rent vs Buy Calculator Compare the long-term financial outcomes of renting versus buying a home. Should I Buy or Lease an Auto? Compare the true costs of buying versus leasing a vehicle to find the better fit for you. View all calculators Videos Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now. An Arm and a Leg 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. Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards. What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe. A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow. To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications. View all videos Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   About Us Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact About Us Our Primary Purpose Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.  We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.  Have a Question? Name Email Address Phone Question Send Thank you! Oops! Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Tax | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Tax Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Featured Video The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income? Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit. What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money. Articles Calculators Videos What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money. Five Most Overlooked Tax Deductions Five overlooked tax deductions to help manage your tax bill. Tax Rules When Selling Your Home The tax rules governing profits you realize from the sale of your home have changed in recent years. What's My 2026 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed. Tax Deductions You Won't Believe Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative. Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes. View all articles Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction. Federal Capital Gains Tax Estimator Estimate your potential federal capital gains tax liability on the sale of an asset. Social Security Tax Estimator Estimate how much of your Social Security benefit may be subject to federal income tax. View all calculators Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income? The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. View all videos Articles Tax Deductions You Won't Believe Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative. Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes. What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing. What's My 2026 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed. Does Your Child Need to File an Income Tax Return? When your child has income, there’s a good chance that he or she will need to report it and pay taxes. What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money. View all articles Calculators Social Security Tax Estimator Estimate how much of your Social Security benefit may be subject to federal income tax. Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction. Federal Capital Gains Tax Estimator Estimate your potential federal capital gains tax liability on the sale of an asset. View all calculators Videos The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income? View all videos Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Services Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Services How We Work Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. Investments Bonds Common Stock Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuities Financial Planning Retirement Plans Tax Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans Insurance Disability Income Insurance Life Insurance Long-Term-Care Insurance For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. [email protected]  |  626-872-2377 Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Tools | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Tools Glossary Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Tax Resources Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. All Calculators Our collection of calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin. Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer FINRA , SIPC , to residents of: AZ, CA, NV, OR, TX, UT, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc A Registered Investment Advisor. Golden Eagle Wealth Management and Tag Advisors are not affiliated with Cambridge.  Javier R. Valenzuela, is licensed and authorized to conduct life insurance business and securities related business in California (Insurance Lic. #0E10599), Nevada, Arizona, Utah, and Texas. This website is in no way to be construed as an offer for the sale of insurance or securities products in which appropriate licensing and/or registration exists. Cambridge's Form CRS (Client Relationship Summary)   Tax Resources | Golden Eagle Wealth Management Menu Home About Us   Our Mission Statement Our Services Meet the Team Resource Center   Retirement Estate Investment Insurance Tax Money Lifestyle Tools   Glossary Tax Resources Contact Tax Resources Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. Tax Calendar 2026 Important Deadlines Tax Forms A full set of downloadable forms from the IRS Tax Publications A full set of downloadable publications from the IRS Tax Rates Tables to enable you to find your federal marginal income tax rate This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Contact Office:  626-872-2377 Fax: 626-872-2377 1000 South Fremont Avenue Unit 82 Building A1 Suite 1222 Alhambra, CA 91803 Life and Health Insurance OE10599. Securities Licenses, Series 7,6, 65, 63. [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. 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