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In this article, I share seven San Diego Financial Advisors to consider in 2025. I also provide dozens of free resources to help local retirement savers find a qualified professional. So, if you need help…
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Recently, a new client visited our office. He had a good problem: he had saved too much money! With most of his money in a traditional IRA account, he was worried about the taxes. He came to…
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Why is cybersecurity so important? The internet is fraught with scammers and rip-offs. And since our entire lives live online, it’s more important than ever to learn how to protect yourself. Cybersecurity 101: Use Complex…
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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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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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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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Today I’m sharing everything you need to know about Per Stirpes. In fact, this confusing Latin word recently saved our client from sending over $500,000 to the wrong beneficiary. (And she didn’t need an attorney…
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In this article, I’m sharing 50+ identity 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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