IN THE PRESS CONTINUED… San Diego Downtown News, June 3, 2016 – “Five tax experts share their best tips for 2016”WSJ, May 18, 2016 – “Why One Adviser Switched to Charging Retainer Fees”Kiplinger, April 1, 2016 – “What To Do When Markets Plunge”Fiscal Times, March 24, 2016 – “9 Ways the Rich Maximize Their Tax Breaks (Some You Can Use, Too)”Financial Planning Magazine, March 4, 2016 – “How to be a Millennial Magnet”Forbes, February 28, 2016 – “13 Financial Advisors Share The Worst Financial Mistakes They Have Ever Seen”CNN Money, February 25, 2016 – “The best way to save for a down payment”Yahoo! Finance, February 16, 2016 – “The Best and Worst Ways to Spend Your Tax Refund”WSJ, January 13, 2016 – “Financial Advisers Focus on Niches to Grow”San Diego Magazine, January 1, 2016 – “Five Star Wealth Manager Award” Search the press releases: Search for: 10 Biggest Mistakes to Avoid When Hiring a Financial Advisor (Free PDF) Download Guide FREEASSESSMENT Are you on track for retirement? Can your tax bill be reduced? Investments improved? Our free Retirement Plan Checkup™ answers these questions. Start Here
