What a Trump Presidency Means for Your 401(k)

What a Trump Presidency Means for Your 401(k)

A few nights before the election, my wife and I were out for a walk with our Jack-a-Bee. The topic of the presidency came up. Our conversation went something like this: Lien, my wife: Hilary is going to win the election. Me: I wouldn’t be so sure. Lien: All the polls show Hilary is in…
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A Simple Guide to College Savings Plans

A Simple Guide to College Savings Plans

Why should you consider college savings plans? $440,223! That’s why! $440,223 is the estimated cost to send my unborn child to my alma mater – The University of Arizona – in 18 years. It’s also close to the median home price in San Diego. Here, see for yourself and share in my misery:      …
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What’s the Easiest Way to Save Money?

What’s the Easiest Way to Save Money?

What’s the Easiest Way to Save Money? You may be asking this question if you can’t manage to save money (or if you can’t save as much money as you’d like to). You may think saving money means you need to budget and stick to that budget by diligently tracking every purchase you make. That’s…
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San Diego Real Estate: Better to Buy or Rent?

San Diego Real Estate: Better to Buy or Rent?

While a lot of the guidance I offer as a financial advisor is based on my financial expertise, some of my best advice comes from the belly of life experience. And let me tell you, I don’t really hold back – especially when my life experience might help a client avoid a huge mistake. One…
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Why Jerry Seinfeld Was Right About Public Speaking

Remember that famous Jerry Seinfeld joke about public speaking? He references a study that said people are more fearful of speaking in front of a crowd than death. If true, it means the average person attending a funeral “would rather be in the casket than doing the eulogy.” This one: That’s me. I’m one of…
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Financial Success is NOT a One-Day Tournament

Financial Success is NOT a One-Day Tournament

I was listening to an interview with John Maxwell earlier this week. John is a renowned author, leadership coach, and an avid golfer. During the interview, he was asked about some of the biggest life lessons he has learned playing the sport of golf. His response began with reasons why professional golf tournaments are played over…
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