5 Things Retirees Need to Know About the CARES Act

5 Things Retirees Need to Know About the CARES Act

Today we are sharing a summary of the CARES Act (a.k.a Coronavirus Aid, Relief, and Economics Security Act). It was passed by the U.S. Government on March 26th, 2020 and it’s the largest economic stimulus bill in history. The CARES Act provides financial support for: Individuals & Families Small Businesses Corporations Healthcare Providers State Governments…
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Where to Save Money First

Where to Save Money First

Today I’m going to share the correct order for saving and investing your money. Following this step-by-step guide can potentially lead to tens of thousands of dollars in 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…
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The 7 Best San Diego Financial Advisors (2020 Update)

The 7 Best San Diego Financial Advisors (2020 Update)

Who are the best San Diego financial advisors? Glad you asked! In today’s post, I want to highlight a few that I have come to respect and admire. “You. Have. Lost. Your. Mind.” -Taylor’s wife First, pocket these free resources: 35 Critical Questions to Ask a Financial Advisor [Download the PDF] The 10 Biggest Mistakes to…
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How Much Can I Withdraw from My Investments?

How Much Can I Withdraw from My Investments?

Throughout your career, you’ve diligently socked away money so you are able to enjoy your dream retirement.  Now that you are getting closer and cementing your exit strategy you may be wondering, “How much money can I take from my investment portfolio?” This is a question we get asked all the time. It’s natural to…
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Investment Policy Statement (IPS) Defined + Free Sample

Investment Policy Statement (IPS) Defined + Free Sample

The Investment Policy Statement (IPS) is a document that dictates how you invest your money. If you are working with a financial planner, the Investment Policy Statement (IPS) will also dictate how they invest your money for you. Here’s why creating this document is a good move: While your financial planner will make plenty of…
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3 Reasons Why Buying a Home in San Diego is a Bad Idea

3 Reasons Why Buying a Home in San Diego is a Bad Idea

Today I’m sharing three reasons why buying a home in San Diego is a bad idea.  Let me begin by saying: “I love getting a good deal.” That’s why I shop at Costco, put low-ball offers on used items on eBay, and scrounge Craigslist for free stuff. I do this because I know that I have…
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Discretionary Investing Defined

Discretionary Investing Defined

Recently, one of our clients asked us to define Discretionary Investing. It’s natural to have questions throughout your financial planning journey.  Whether you thoroughly researched your options or you jumped in blindly and now you’re backtracking . . . we’ve got answers for you.  It’s our pleasure to meet you where you are and help…
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Stock Market Crash: When Will it Happen + How to Prepare

Stock Market Crash: When Will it Happen + How to Prepare

Today we are talking about the next stock market crash and how to prepare. You’ve probably heard the media making all kinds of predictions: “The stock market is overvalued. It can’t keep going up forever. It’s an election year, so the stock market is going to crash!” And yeah, it’s fun to listen to the…
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