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  • About
    • About Lupu Financial
    • Our Mission
  • Services
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  • Resource Center
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All Calculators

Retirement

  • A Look at Systematic Withdrawals
  • Saving for Retirement
  • My Retirement Savings
  • Roth 401(k) vs. Traditional 401(k)
  • Inflation & Retirement
  • Potential Income from an IRA
  • Estimate Your RMD
  • Self-Employed Retirement Plans
  • Annuity Comparison

 

Investment

  • Taxable vs. Tax-Deferred Savings
  • How Compound Interest Works
  • What Is My Risk Tolerance?
  • What Is the Dividend Yield?
  • Impact of Taxes and Inflation
  • Saving for College
  • Contributing to an IRA?

Estate

  • What Is My Life Expectancy?
  • What Is My Current Net Worth?
  • What’s My Potential Estate Tax?

 

Insurance

  • Assess Your Life Insurance Needs
  • Lifetime of Earnings
  • Disability Income
  • Long-Term-Care Needs

 

Tax

  • Federal Income Tax
  • Capital Gains Tax Estimator
  • Comparing Investments
  • Social Security Taxes
  • Tax Freedom Day
  • Home Mortgage Deduction

Money

  • What Is My Current Cash Flow?
  • Historical Inflation
  • Paying Off a Credit Card

 

Lifestyle

  • Interested in a Fuel Efficient Car?
  • Should I Buy or Lease an Auto?
  • Should I Pay Off Debt or Invest?
  • How Much Home Can I Afford?
  • Can I Refinance My Mortgage?
  • Comparing Mortgage Terms
  • Bi-Weekly Payments

Contact

Office: 805-484-2500

Toll-Free: 805-484-2500

Fax: (805) 484-4500

2945 Townsgate Rd. Suite 200

Westlake Village, CA 91361

info@lupufinancial.com

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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. 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.

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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Advisory Services offered through Lupu Financial Services, Inc., a California Registered Investment Advisory Firm.