In this article, I’m sharing what a letter of instruction is and EXACTLY how to write one. In fact, ignoring this simple estate planning task could cause major challenges for your heirs if you pass…
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In this article, I’m sharing step-by-step how to freeze your credit. I’m also answering common questions such as: What is a credit freeze Why freeze your credit How do you unfreeze your credit With data…
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Recently, a new client visited our office. He had a good problem to have; he had saved too much money! With most of his money in a traditional IRA account, he was worried about the taxes. He came…
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In this article, I’m sharing the top questions to ask a financial advisor in 2023. I’m also sharing how to choose a financial advisor. Hiring a financial advisor is one of the BIGGEST financial decisions…
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Why is cybersecurity so important? The internet is fraught with scammers and rip-offs. And since our entire lives live online, it’s more important than ever to learn how to protect yourself. Cybersecurity 101: Use Complex…
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In this article, I’m sharing a list of the best San Diego financial advisors to consider in 2023. I also provide dozens of free resources to help local retirement savers find a qualified professional. So,…
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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…
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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…
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