Credit Freeze + Credit Scores: Everything You Need to Know

Credit Freeze + Credit Scores: Everything You Need to Know

Today we are breaking down credit scores and credit freezes. In fact, these are two of the most misunderstood retirement planning topics. So if you want to know exactly… What a credit score is and why it’s important How to (quickly!) improve your credit score Step-by-step how to process a credit freeze …then you’re going…
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The 7 Best Questions to Ask a Financial Advisor in 2022

The 7 Best Questions to Ask a Financial Advisor in 2022

Today I’m sharing the best questions to ask a financial advisor in 2022. Why? Because hiring a financial advisor is one of the biggest financial decisions you’ll make. And one wrong recommendation (from the wrong advisor!) can destroy your retirement plan. If you’re tired of seeing the same questions to ask a financial advisor (e.g.,…
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The 7 Best San Diego Financial Advisors (2022 Update!)

The 7 Best San Diego Financial Advisors (2022 Update!)

In this comprehensive guide, I’m sharing a list of the best San Diego financial advisors in 2022. I’m also providing dozens of free resources to help retirement savers find a qualified advisor. So if you’re on the hunt for a financial planner in San Diego (who has the right expertise to help!), this guide is…
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Identity Theft and Credit Card Fraud Statistics 2022

Identity Theft and Credit Card Fraud Statistics 2022

In this article, I’m sharing 50+ identify theft and credit card statistics (updated for 2022!). There were 4.8 million identity theft and credit card fraud reports to the Federal Trade Commission (FTC) in 2020, resulting in a $4.5 Billion total loss. This was a 45% increase over the number of cases and money lost in…
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Charitable Giving Statistics for 2022

Charitable Giving Statistics for 2022

Today I’m sharing 80+ charitable giving statistics. In fact, Americans gave a record $471 billion to charities in 2020, according to Giving USA. This was a 5.1% increase in total giving over 2019. However, adjusted for inflation, it was only 3.8% more than 2019.  Even so, 2020 broke the record for charitable giving despite a…
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11 Insanely Easy Ways to Save Money in 2022

11 Insanely Easy Ways to Save Money in 2022

Today I’m sharing simple tips for how to save money in 2022. Why? Because saving more money provides freedom, flexibility, and security. Saving money also allows you to leave a financial legacy for your loved ones. So if you want to learn 11 insanely easy ways to save more money this year (and beyond!), you’re…
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Where to Put Your Money Now: A Step-by-Step Guide to Maximize Savings

Where to Put Your Money Now: A Step-by-Step Guide to Maximize Savings

Today I’m sharing where to put your money now (and in what order!). Following this step-by-step guide can lead to massive tax savings over your lifetime. It can also help protect you when the markets take a turn for the worst. The problem is there are so many ways to invest and save. It’s overwhelming….
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Annuitization Explained: What Does Annuitize Mean + Should You Do It?

Annuitization Explained: What Does Annuitize Mean + Should You Do It?

Today I’m explaining annuitization and what it means to annuitize a policy. Contrary to what many people think, annuities and annuitization are not the same. And confusing them can cause BIG problems for your retirement plan. So if you want to learn exactly what annuitization is and if you should annuitize, you’re going to love…
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