Today I’m sharing the best questions to ask a financial advisor. In fact, these are the exact questions I tell people to ask us when they are considering our firm. So if you’re tired of seeing the same old questions to ask a financial advisor (“how often will I hear from you”), you’ll really enjoy…
Continue Reading
Today I’m sharing a list of the best San Diego financial advisors. I’m also providing dozens of free resources to help retirement savers find a qualified professional they can trust. So if you’re on the hunt for a financial planner in San Diego and not sure where to start, this guide is for you. Before…
Continue Reading
This guide has everything you need to know about disability insurance. Specifically, I’m sharing a simple definition of disability insurance, who needs it, how to avoid a gap in coverage, and more. So if you want to protect your income and save money, you’re going to enjoy today’s post. Before I define disability insurance, let me…
Continue Reading
Today I’m sharing what portfolio rebalancing is, when to implement it, and why it’s so beneficial. Market ups and downs make it difficult to know when to make adjustments…and when to leave everything alone. But creating a systematic rebalancing plan can help. So if you want to learn how to invest smarter without working harder,…
Continue Reading
Today I’m going to share how to buy international stocks. I’m also going to share why most investors should have them in their portfolio. In fact, a basic allocation to international stocks can save you from a major investing pitfall. So if you want to improve your retirement portfolio, you’ll love this simple breakdown for…
Continue Reading
Today I’m sharing a step-by-step guide to attacking your insurance policies. In fact, knowing what insurance to tackle first, second, third, etc, can help you maximize coverage and save money. So if you’re ready to optimize your insurance policies and take action, today’s post is for you. First, grab our free insurance checklists and workflows: …
Continue Reading
When it comes to issues that have the potential to drain your nest egg, healthcare is usually at the top. But healthcare includes more than just paying for health insurance. You also have to consider how you might pay for long-term care one day, even if your health seems fine right now. Nobody wants to…
Continue Reading
Today I’m sharing what a letter of instruction is and how to quickly create one. In fact, ignoring this simple task could cause major challenges for your heirs when you pass away. If you want to simplify things for your family when they settle your estate, you’re going to love this post. First, grab these…
Continue Reading
