Thinking of Moving to a Low-Tax State? Consider These Factors First

By webteam | March 22, 2021 |

John Iammarino, California-based principal and founder of retirement planning company Securus Financial, said a quarter of his clients—most of whom are 60 or older—have considered whether they should move out of the state. By leaving California for Nevada or Texas, for example, some of his clients could save more than $100,000 just in taxes..

7 Expenses Most People Can Do Without

By webteam | March 22, 2021 |

“I don’t take the approach of [saying], ‘Go live a frugal life,’” says John Iammarino, founder of advisory firm Securus Financial in San Diego. He advises his clients not to worry about adopting thrifty habits, and instead to home in on the unnecessary charges that can be eliminated without forgoing the splurges that bring you joy.

Social Security falling short? Top ways to supplement retirement income

By webteam | March 22, 2021 |

“For today’s retiree, the pension is becoming more and more hard to come by, therefore many of today’s retirees depend on social security for a large part of their income stream,” John Iammarino, principal and founder of Securus Financial, told FOX Business.  

Why You Should Be Investing in the Russell 2000

By webteam | March 22, 2021 |

The relative small size of the companies means most are not household names, says John Iammarino, president of Securus Financial, a San Diego-based financial planning firm.  “The index includes many companies that have the possibility to be tomorrow’s large-cap stocks,” he says

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