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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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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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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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Today I’m sharing the best questions to ask a financial advisor in 2022. 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 questions to ask a financial advisor (“How often will I hear from you?”), you’ll really…
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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 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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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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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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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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