Murdock Wealth Management

Murdock Wealth Management Helping clients grow, manage and protect wealth since 1997. Visit my website for important disclosure information. www.murdockwealth.com

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
06/02/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

05/29/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

An ILIT could play a role in your estate strategy.
05/26/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
05/22/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
05/19/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

You can start Social Security benefits as soon as you reach 62.  Know the rules before deciding.
05/15/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
05/12/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Could your portfolio benefit from a zero-coupon bond?
05/08/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
05/05/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

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155 N Riverview Drive, Ste 311
Anaheim, CA
92808

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