The 7 Best Questions to Ask a Financial Advisor in 2021

The 7 Best Questions to Ask a Financial Advisor in 2021

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…
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The 7 Best San Diego Financial Advisors (2021 Update)

The 7 Best San Diego Financial Advisors (2021 Update)

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…
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Portfolio Rebalancing: What Is It + The Top 4 Benefits

Portfolio Rebalancing: What Is It + The Top 4 Benefits

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,…
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How to Buy International Stocks and Why They Are Important

How to Buy International Stocks and Why They Are Important

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…
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The 7 Most Important Types of Insurance (+ Free PDF Checklists!)

The 7 Most Important Types of Insurance (+ Free PDF Checklists!)

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: …
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Long-Term Care Insurance: Defined

Long-Term Care Insurance: Defined

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…
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