How Should You Be Helping Your Aging Parents?
If your parents are over age 75, it might be time for you to provide some assistance to them. Yes, this is tough. Nothing in life has properly prepared you to address the issue of what kind of help you should be providing to your aging parents. There’s certainly a lot to consider, including knowing […]
Read ArticleThe 3 Most Important Retirement Happiness Factors
I’m sure you’ve heard the phrase, “money doesn’t buy happiness.” Money absolutely gives you options to participate in things that make you happy — but money itself won’t make you happy since it’s just a tool. How, then, should you invest in order to have the happiest retirement possible? According to retirement researcher and expert […]
Read ArticleRetirement Planning: Where the Rubber Meets the Road
The process of planning for retirement is more complex than ever before. Since pensions have all but gone extinct, it can be a challenge to know how much income you’ll have as a retiree. It’s easy to get distracted by questions like “how much should I save?” and focus your attention on some arbitrary number. […]
Read ArticleHow to Respond to a Data Breach
You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million Americans. The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information […]
Read ArticlePurchasing Real Estate in San Diego: America’s Finest City
When you put it out into the universe that you’re interested in purchasing real estate in San Diego you begin to hear a lot of opinions. Your spouse may be quick to rattle off a lengthy “wants” list. You’ve been reading about how it’s a seller’s market yet the interest rates are still low. And […]
Read ArticleHow to Prepare for Your Kids’ College Expenses
Fact: the inflation rate on college tuition is outpacing that of the general economy — and financial aid isn’t keeping up. With a three-percent rise in 2015 on what’s already mouth-dropping higher education expenses, it’s no wonder parents everywhere are concerned over how to save for their kids’ college expenses — and why so many […]
Read ArticleSet Your Kids Up for Financial Success: The Fun Way to Teach Investments
Prepping your kids for a life of financial literacy and an understanding of investing (beyond the standard talk of allowances and savings accounts) is crucial to their financial stability and success in the long run. With the amount of resources on the market today, it’s literally never too early to start — and with your […]
Read ArticlePreserving Your True Wealth
Helping clients protect, preserve and grow their financial wealth is what I do every day. However, I recently realized that as a wealth manager, I’m able to add value in an area outside of the financial realm by helping people preserve and protect their true wealth: their memories. Think about it. All you really are […]
Read ArticleEstate Planning Protects the People You Love
There is a common misconception that estate planning is only for the very wealthy or much older generations. Perhaps the traditional diction used, “estate planning” is the culprit for much of these misconceptions, because most of us may not think of ourselves as having an “estate”. The truth is that anyone can have an estate […]
Read ArticleThe Best Time-Saving Hacks for Back-to-School Shopping
Back-to-school shopping hacks that will save you time and stress. Can you hardly believe it’s back-to-school shopping time of year again? It feels like the summer has just begun, yet August is upon us and soon the start of another school year. The clock is ticking to get everything in order before school starts again […]
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