The Best San Diego Financial Advisors (2018 Update)

The Best San Diego Financial Advisors (2018 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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Dividend Investing Defined (& 5 Reasons To Stay Away)

Dividend Investing Defined (& 5 Reasons To Stay Away)

If you pay attention to financial pundits and money blogs, you have probably heard at least a handful of “experts” praise dividend investing. Let’s define dividend investing. Simply put, “dividend investing” is investing in companies that make regular cash payments to their investors. Some dividend investors roll this cash back into their investment. This allows…
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11 Insanely Easy Ways to Save Money in 2018

11 Insanely Easy Ways to Save Money in 2018

Are you looking for ways to save more money? If not, you absolutely should be. And we are here to help. The Goal of This Article No matter how much money you make, limiting financial waste and living frugally will always leave you better off. The goal of this article is to educate, motivate, and…
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Should I Open a 529 College Savings Account for My Grandchild?

Should I Open a 529 College Savings Account for My Grandchild?

Does opening a 529 College Savings Account for your new grandchild make sense? Probably not. Because of the way 529 College Savings Accounts are set up and the way the money grows tax-free, it may be more advantageous to make a financial gift to your grandchild instead. Should that gift be added to a 529…
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Investing Fairy Tales are Expensive

Investing Fairy Tales are Expensive

When it comes to the way you invest your hard-earned cash, you have a big choice to make. You can: A.) earn the most money possible via a solid investing strategy, or B.) enjoy and consistently rehash a neat little fairy tale about a mighty investing wizard doing magical and fanciful things with your money. Unfortunately,…
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Is Loaning Money to Friends or Family a Good Investment?

Is Loaning Money to Friends or Family a Good Investment?

Has a friend or family member asked you to borrow money? Maybe they need cash to start a business, want to a buy a new home, or have fallen on hard times. Whatever the reason, the question of whether you should loan money to family and friends still remains. Thoughts On Giving a Personal Loan…
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