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In this comprehensive guide, I’m sharing a list of the best San Diego financial advisors in 2023. I’m also providing dozens of free resources to help retirement savers find a qualified advisor. So if you’re…
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Today I’m sharing the best questions to ask a financial advisor in 2023. Why? Because hiring a financial advisor is one of the biggest financial decisions you’ll make. And one wrong recommendation (from the wrong…
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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…
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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…
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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…
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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…
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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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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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