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EASE Into Retirement

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EASE Into Retirement

Proudly serving Southern California since 1995, we create comprehensive, custom plans for retirement Discover what it means to have confidence in retirement.

At Mosley Wealth Management, we believe one can only have 𝒕𝒓𝒖𝒆 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒄𝒐𝒏𝒇𝒊𝒅𝒆𝒏𝒄𝒆 when one knows, without a doubt, they have a comprehensive financial strategy designed to provide for them during the good times, and be defensive during the bad. As investment advisor representatives, we work with our clients to help them take control of their financial future through education and the creation of

a comprehensive financial strategy that is designed to help them with the 𝟲 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗮𝗿𝗲𝗮𝘀 𝗼𝗳 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴, including:

1️⃣ Income Planning
2️⃣ Social Security Optimization
3️⃣ Advanced Tax Planning
4️⃣ Investment & Risk Management
5️⃣ Health Care Planning
6️⃣ Estate Conservation

We see it as our responsibility to help our clients make the best financial decisions for themselves and their loved ones. Discover what it means to have a personal financial planner working with you to help you make the most appropriate financial decisions. Discover the Mosley difference, call today: (714) 421-4288.

11/09/2025

𝗜𝗻𝗰𝗼𝗺𝗲. 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻. 𝗧𝗮𝘅𝗲𝘀. 𝗛𝗲𝗮𝗹𝘁𝗵 𝗰𝗮𝗿𝗲.

They can all feel like monumental obstacles standing between you and retirement.

But here’s the truth, the very things that seem to oppose your retirement goals can actually be the catalyst for creating a plan that helps you achieve them.

You may not be able to control every factor, but you can create a strategy that works with them - and still reach your goals.

If you’re ready to turn your obstacles into opportunity, we’re here to help! www.mosleywealthmanagement.com

11/07/2025

𝗧𝗵𝗲 𝟮𝟬𝟮𝟲 𝗧𝗮𝘅 𝗕𝗿𝗮𝗰𝗸𝗲𝘁𝘀 𝗮𝗿𝗲 𝗵𝗲𝗿𝗲!

The IRS released official 2026 income tax brackets in October 2025, reflecting changes made under the “One Big Beautiful Bill.”

These changes apply to income earned in 2026, but the time to plan is now, especially if you're expecting major financial changes like retirement, selling assets, or a boost in income.

If you need help reviewing how this could impact your long-term tax strategy, give us a call or reach out to us today! www.mosleywealthmanagement.com

11/05/2025

𝗧𝗵𝗲 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗵𝗮𝘀 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝗱 𝘁𝗵𝗲 𝟮𝟬𝟮𝟲 𝗖𝗼𝘀𝘁-𝗼𝗳-𝗟𝗶𝘃𝗶𝗻𝗴 𝗔𝗱𝗷𝘂𝘀𝘁𝗺𝗲𝗻𝘁 (𝗖𝗢𝗟𝗔). Swipe for a quick breakdown of what’s changing, why it matters, and what steps you may want to take next.

If you have questions about how this adjustment could impact your financial strategy, retirement planning, or income, reach out to us us. We’re here to help you plan with confidence! www.mosleywealthmanagement.com

11/03/2025

Over turkey and pie, the big questions always seem to come out — and as financial advisors, many of the ones we hear are about money. Today, we’re “talking turkey” and sharing five key financial concepts that we often find ourselves discussing around the Thanksgiving table.

Swipe for more information, and as always, reach out with any questions or needs: www.mosleywealthmanagement.com

Wishing you and yours a wonderful Thanksgiving season!!

11/01/2025

𝗡𝗲𝗮𝗿𝗹𝘆 𝟳𝟬% 𝗼𝗳 𝗮𝗱𝘂𝗹𝘁𝘀 𝗮𝗴𝗲 𝟲𝟱 𝗮𝗻𝗱 𝗼𝗹𝗱𝗲𝗿 𝘄𝗶𝗹𝗹 𝗿𝗲𝗾𝘂𝗶𝗿𝗲 𝘀𝗼𝗺𝗲 𝗳𝗼𝗿𝗺 𝗼𝗳 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗰𝗮𝗿𝗲 𝗱𝘂𝗿𝗶𝗻𝗴 𝘁𝗵𝗲𝗶𝗿 𝗹𝗶𝗳𝗲𝘁𝗶𝗺𝗲. And without a plan, the costs can add up fast.
This National Long-Term Care Month is the perfect time to consider how you’ll manage future care needs. Swipe for a few strategies to keep in mind.

Want to explore which strategy is right for you & how to incorporate it into your overall retirement plan? Contact our team. We’re here to help. www.mosleywealthmanagement.com

10/31/2025

𝗡𝗼 𝗯𝗼𝗼𝘀 𝗮𝗯𝗼𝘂𝘁 𝗶𝘁, 𝗜𝘁'𝘀 𝘁𝗿𝘂𝗹𝘆 𝗮 𝘁𝗿𝗲𝗮𝘁 𝘁𝗼 𝘀𝗲𝗿𝘃𝗲 𝘀𝗼 𝗺𝗮𝗻𝘆 𝘄𝗼𝗻𝗱𝗲𝗿𝗳𝘂𝗹 𝗰𝗹𝗶𝗲𝗻𝘁𝘀!
All of us here at Mosley Wealth Management wish you a wonderful Halloween!

10/29/2025

It's that time!

𝗗𝗮𝘆𝗹𝗶𝗴𝗵𝘁 𝗦𝗮𝘃𝗶𝗻𝗴 𝗧𝗶𝗺𝗲 𝗲𝗻𝗱𝘀 𝘁𝗵𝗶𝘀 𝗦𝘂𝗻𝗱𝗮𝘆, 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝗻𝗱, so be sure to turn any non self-setting clocks back one hour before bed on Saturday night. While you’re at it, take a few minutes to “reset” your retirement plan with these smart moves:

🍁 Review Your Year-End Tax Strategy
Make sure you’re taking advantage of 2025 tax deductions, charitable contributions, and retirement account contributions before December 31st.

🍁Check Your Beneficiaries
Just like your smoke detectors, beneficiary designations should be checked regularly — on IRAs, 401(k)s, and life insurance policies.

🍁Rebalance Your Portfolio
Markets change — and your mix of investments might be off balance. A quick review helps keep your retirement goals on track.

🍁Review Your RMDs (Required Minimum Distributions)
If you’re 73 or older, make sure your RMDs are taken care of before year-end to avoid costly penalties.

🍁Update Your Retirement Plan Goals
A lot can change in a year — review your income, spending, and lifestyle plans to ensure your retirement roadmap still aligns with your life today.

This weekend, don’t just turn back your clocks, turn toward your financial future. A few smart steps today can keep your retirement running right on time. Need help? Reach out to us www.mosleywealthmanagement.com

10/27/2025

WE HAVE 𝗖𝐋𝐀𝐒𝐒𝐄𝐒 𝐅𝐎𝗥 NOVEMBER!

Ready to gather and learn about Social Security? Join us for one of our free educational seminars this month!

✅Gain valuable insights 💡on the steps you need to leave a legacy for your loved ones.
✅Learn how to maximize your benefits and plan for a secure retirement.

👉Sign up today and claim your spot at one of our complimentary educational classes on Social Security in retirement!
https://mosleywealthmanagement.com/seminars or check the link in our bio.

➡️"investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values."

10/25/2025

𝗪𝗶𝘁𝗵 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗠𝗼𝗻𝘁𝗵 𝗰𝗼𝗺𝗶𝗻𝗴 𝘁𝗼 𝗮 𝗰𝗹𝗼𝘀𝗲, 𝗹𝗲𝘁'𝘀 𝗱𝗼 𝗮 𝗹𝗶𝘁𝘁𝗹𝗲 𝗾𝘂𝗶𝘇 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲! Ready to challenge yourself? Swipe through to test your investment terminology knowledge.

How did you do? If you’re curious about these financial terms or have questions, we’re always here to help. Reach out to us anytime. www.mosleywealthmanagement.com

10/23/2025

“𝗪𝗶𝘁𝗵𝗶𝗻 𝘂𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆 𝗹𝗶𝗲𝘀 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆”

Markets shift. Tax laws change. Inflation rises and falls. But those who plan ahead don’t just weather uncertainty — they find ways to turn it into opportunity.
A well-designed retirement plan helps you stay flexible and ready to act when others freeze.

If you're ready to see what opportunities lie ahead for you in retirement, reach out to us! www.mosleywealthmanagement.com

10/21/2025

𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁: 𝗶𝘁’𝘀 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗮𝗯𝗼𝘂𝘁 “𝗻𝗼𝘁 𝘄𝗼𝗿𝗸𝗶𝗻𝗴” 𝗮𝗻𝘆𝗺𝗼𝗿𝗲, 𝗶𝘁’𝘀 𝗮𝗯𝗼𝘂𝘁 𝘀𝘁𝗲𝗽𝗽𝗶𝗻𝗴 𝗶𝗻𝘁𝗼 𝗮 𝘄𝗵𝗼𝗹𝗲 𝗻𝗲𝘄 𝗿𝗼𝗹𝗲! 🥳 Sure, the sign says “Under New Management (See Spouse for Details)” 😂 … but the truth is, retirement changes everything - your time, your emotions, your priorities, and yes… your relationships. 😊

The best part? You become your own boss. 🙌 You get to decide where your time goes, how your days look, and how you allocate your budget to match your dreams - whether that’s travel, hobbies, family, or simply more time to relax.

That’s why planning ahead is so important. The right financial plan can make sure your retirement supports the life you’ve been working so hard for.

👉 Ready to start designing your retirement “under new management”? Let’s talk about building a plan that works for YOU. Reach out to us! www.mosleywealthmanagement.com

10/19/2025

𝗪𝗘 𝗛𝗔𝗩𝗘 𝗠𝗢𝗥𝗘 𝗖𝐋𝐀𝐒𝐒𝐄𝐒 𝐅𝐎𝗥 𝗢𝗖𝗧𝗢𝗕𝗘𝗥!

Knowledge is Power! Especially when it comes to facing retirement and Social Security. Join us for one of our free educational seminars this month!

✅Gain valuable insights 💡on the steps you need to consider to optimize Social Security.
✅Understand the various strategies & the impact your choices can have on your loved ones.

👉Sign up today and claim your spot at one of our complimentary educational classes on Social Security in retirement!

https://mosleywealthmanagement.com/seminars or check the link in our bio.

➡️Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Address

2401 E. Katella Ave. Suite 270
Anaheim, CA
92806

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 1pm

Website

http://mosleywealthmanagement.com/, https://calendly.com/easeintoretirement/complimentary-15-min-phone-call-with-tom-mos

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