The 7 Best San Diego Financial Advisors (2021 Update)

The 7 Best San Diego Financial Advisors (2021 Update)

Table of Contents How I Connected With the Top Financial Planners in San DiegoThe 7 Best San Diego Financial Advisors to Consider in 2021How Define Financial is Different from Other Financial Planners in San DiegoWhat do the Best Financial Advisors All Have in Common?Additional Resources For Finding a Financial Planner in Your AreaWhat If I…
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Why Inflation is the Best Investment Benchmark

Why Inflation is the Best Investment Benchmark

Table of Contents What Is an Investment Benchmark?Investment Benchmarks to Keep in MindHow the Use of Benchmarks Has Changed Over TimeThe Bottom Line Today I’m talking about the best investment benchmark…inflation! Why? Inflation reduces the value of your hard-earned money every day. In other words, one dollar today, is not worth one dollar tomorrow. By…
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Is What I Tell My Financial Advisor Confidential?

Is What I Tell My Financial Advisor Confidential?

We recently helped a client with an exciting life transition. Let’s call her Jane. After decades of hard work, Jane sold her company and went from maxing out credit cards to having life-changing wealth. Wanting to be smart with this newfound wealth, she came to us for help to ensure she was making the best…
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Disability Insurance Defined: The #1 Reason You Need It (In Plain English)

Disability Insurance Defined: The #1 Reason You Need It (In Plain English)

Table of Contents How Disability Insurance WorksWho Doesn’t Need Disability Insurance (and Why)Why You Need Disability InsuranceIs Your Policy Through Your Company Enough?Short-Term Disability InsuranceLong-Term Disability InsuranceChoosing Additional LTD Coverage from Your EmployerWhat Does Own Occupation Mean?Your Disability Insurance DeductibleFilling the Gap Left by Employer-Provided Disability InsuranceDisability Insurance Pitfalls to Avoid This guide has everything you need…
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Portfolio Rebalancing: What Is It + The Top 4 Benefits

Portfolio Rebalancing: What Is It + The Top 4 Benefits

Table of Contents What is Rebalancing Portfolio?The Top 4 Benefits of Portfolio RebalancingWhat are the Potential Drawbacks of Rebalancing?Final Thoughts: Rebalancing Your Investment Portfolio 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…
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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!)

Table of Contents #1: Health Insurance#2: Auto Insurance#3: Homeowners Insurance#4: Life Insurance#5: Umbrella Insurance#6: Disability Insurance#7: Long-Term Care InsuranceNo Matter What, Build an Emergency Fund 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….
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Long-Term Care Insurance: Defined

Long-Term Care Insurance: Defined

Table of Contents Do I Need Long-Term Care Insurance?What Are My Options For Long-Term Care Insurance?What is a Traditional Long-Term Care Policy?What is a Hybrid Long-Term Care Policy?Which Type of Long-Term Care Policy is Right for Me?Am I Buying the Right Long-Term Care Coverage? When it comes to issues that have the potential to drain…
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