J. Scott Nuanez
1450 Harbor Island Drive #201
San Diego, CA 92101
619-295-8969
Registered Principal
Securities offered through United Planners Financial Services of America, Member FINRA, SIPC.
Sunset Cliffs Financial and United Planners are not affiliated.
This information is intended for use only by residents of (AK, AZ, CA, CO, HI, ID, MD, MS, NM, NC, OR, TX and WA). Securities-related services may not be provided to individuals residing in any state not listed above.
Newsletters
-
QLACs: Your Retirement Accounts Can Act Like Pensions
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
-
Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
-
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.