Broker Check


Ron Silva

(925) 301-4078

 
Estate Management 101

Retirement represents a major financial transition.

That’s why it’s important to find the right retirement advisor—a professional who can give you the time, care and insight you need.

If you are retiring or leaving your job, you should consult with an IRA specialist before you roll over your retirement assets. With over 15 years of experience, I know the steps one can take to help make retiring easier.

I look at the lifestyle you want and then look to see that you have the pieces in place to help you retire as you have envisioned. 



Helpful Content

Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

 

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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