In this comprehensive guide, I’m sharing a list of the best San Diego financial advisors in 2023. I’m also providing dozens of free resources to help retirement savers find a qualified advisor. So if you’re…
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The 7 Best Questions to Ask a Financial Advisor in 2023
Today I’m sharing the best questions to ask a financial advisor in 2023. Why? Because hiring a financial advisor is one of the biggest financial decisions you’ll make. And one wrong recommendation (from the wrong…
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Charitable Giving Statistics for 2023
Today I’m sharing 80+ charitable giving statistics. In fact, Americans gave a record $471 billion to charities in 2020, according to Giving USA. This was a 5.1% increase in total giving over 2019. However, adjusted…
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Credit Freeze + Credit Scores: Everything You Need to Know
Today we are breaking down credit scores and credit freezes. In fact, these are two of the most misunderstood retirement planning topics. So if you want to know exactly… What a credit score is and…
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Identity Theft and Credit Card Fraud Statistics 2022
In this article, I’m sharing 50+ identify theft and credit card statistics (updated for 2022!). There were 4.8 million identity theft and credit card fraud reports to the Federal Trade Commission (FTC) in 2020, resulting…
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11 Insanely Easy Ways to Save Money in 2022
Today I’m sharing simple tips for how to save money in 2022. Why? Because saving more money provides freedom, flexibility, and security. Saving money also allows you to leave a financial legacy for your loved…
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Where to Put Your Money Now: A Step-by-Step Guide to Maximize Savings
Today I’m sharing where to put your money now (and in what order!). Following this step-by-step guide can lead to massive tax savings over your lifetime. It can also help protect you when the markets…
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Annuitization Explained: What Does Annuitize Mean + Should You Do It?
Today I’m explaining annuitization and what it means to annuitize a policy. Contrary to what many people think, annuities and annuitization are not the same. And confusing them can cause BIG problems for your retirement…
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