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James V. Peters, CLU, ChFC

(949) 631-3840

Can Election Results Predict the Market? It May Be Time for a Financial Checkup Forecast
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Grace Wealth Management Group, Inc.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing informed financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

 In addition to offering over 22 years of expertise in Financial Planning, we are now offering dinner workshops designed to inform and educate people to equip them with the best possible tools to make well thought out and educated decisions over their financial future and goals. Please consider joining us! We hold them at some of Irvine's top dining spots such as Il Fornaio's and Antonello Ristorante, to name a couple.These are free, relaxed no sales environment! For complete details:

COME JOIN US FOR A FREE DINNER!

Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Get Paid for Going Green

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

 

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.

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.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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