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Suite 150
Newport Beach , CA 92660
(877) 775-4334

 

Hobert Wealth Management Hobert Wealth Management Events on Wall Street Social Security: By the Numbers

We have 4 simple goals:

1)   Help you Preserve what you have.

2)   Help you Increase what you have.

3)   Help you obtain an Income for life.

4)   Help you provide a Legacy for your heirs.


Founded in 1990 by Pat Hobert, Hobert Wealth Management is an independent financial services firm which specializes in a conservative approach to investing and wealth management for those approaching retirement or already retired.

Hobert Wealth Management's expertise includes general retirement planning advice, inflation and income planning, asset allocation, estate planning, risk management, life insurance planning, and tax planning.

For the vast majority of our clients, the focus is capital preservation followed by growth, based on the belief that capital preservation is as important as capital appreciation, but each client has different needs and unique circumstances that we strive to address and resolve.

Helpful Content

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

What If You Get Audited?

What If You Get Audited?

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

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

 

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Rightsizing for Retirement

What does your home really cost?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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