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Blog

Young professional women in a meeting
Mark Menne | Mar 24, 2026

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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driver looking forward towards the road with their eyes reflected in the rearview mirror
Mark Menne | Mar 24, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Finance
Retirement
Investments

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

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forest trees transitioning through the seasons
Mark Menne | Mar 24, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.

It sounds reasonable. But research

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Simi Valley, CA 93065

 
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Simi Valley, CA Financial Advisors | Helping families, individuals, and business owners across the United States build clear, confident financial futures.

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Securities and Advisory Services offered through Centaurus Financial, Inc., Member FINRA and SIPC a Registered Investment Advisor. Centaurus Financial and Menne Financial are not affiliated.  Supervisory Branch: 2300 E. Katella Ave, Suite 200 Anaheim, CA 92806 (714) 456-1790

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