The new $6,000 senior deduction may help reduce taxes for many retirees. Who qualifies, and how much could you save? romerowm.com/the-new-6000-se…

Honored to be recognized among @LPL Financial's distinguished advisors for our work in 2025. This achievement* reflects our teams dedication to helping families in Socal navigate todays complex financial landscape with confidence. Thank you to our clients for trusting us with their financial journeys – your success drives our commitment to excellence. * LPL Club levels are based on 2025 calendar year production among LPL advisors romerowm.com/dan-romero-of-r…

What should investors be watching in 2026? Join our presentation: Managing Your Wealth in 2026 – Including Proactive Tax Planning Strategies We’ll cover markets, tax strategies, Roth conversions, and planning opportunities. Register here: romerowm.com/events/

Ram at @amextravel was able to resolve Thank you

Most investors think market volatility is the problem. History suggests it's something else entirely. The biggest threat to long-term wealth may be the decisions investors make during uncertain times. Read more: romerowm.com/staying-the-cou… #Investing #WealthManagement #FinancialPlanning

Looking for a retirement hobby? Consider this public service announcement: columbiaassociation.org/blog… @ColumbiaAssn

Congratulations to Addison Layous, the 2026 recipient of the KHR Legacy Scholarship! 🎓 This one means a lot to our family. It's given in honor of my dad, Karl H. Romero, and his belief that students deserve every chance to reach their fullest potential. So proud to hand this off to Addison today. Go get it! 🥎

We're getting a ton of questions on these already. Trump Accounts launched July 4 with a $1,000 federal seed... and some of the country's biggest names are chipping in millions more. Here's how they stack up against a 529 or UTMA 👇 romerowm.com/trump-accounts-…

Q2 in one line: markets hit new highs while inflation, oil, and the Fed kept everyone guessing. Here's what actually moved the needle 👇 romerowm.com/quarterly-econo…

Items you can use 529 plan for:

I know where you can find one 😉 advisorpedia.com/viewpoints/…

This was kinda fun today.. my daughter @JulesRomero17 ' travel team is playing in a @BayCollegiate summer college league . This match up is vs. a UCLA Pitcher... Got Jules into a 0-2 count, then P came high and tight. check out next swing... Wound up going 3 for 4 in day... Other hits came off CSUN and Memphis P... @CruisersFP @reidtfitness @ProSwingRx – at Huntington Beach, CA

early morning...