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Category: Financial Planning & Budgeting


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6 Different Ways to Budget That Work

As a cash-flow based financial advisor, I have created hundreds of unique financial plans. Some plans focus on building passive income, while others focus…

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Why Invest in an ETF vs a Mutual Fund? Learn the Pros and Cons of ETF vs Mutual Fund Investing

If you are new to investing, it is easy to become overwhelmed. ETFs, mutual funds, IRAs, expense ratios, time value of money, etc. They…

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The Best Financial Advisors in San Diego 2019

(Updated on 5/1/19) Choosing a financial advisor to work with is a big decision. The right financial advisor can have a measurable impact on…

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How to Invest an Inheritance | A 9-Step Guide

How to Invest an Inheritance – and More: A 9-Step Guide on What to Do With Inherited Money in San Diego …

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How to Retire Early in San Diego – A Guide to Early Retirement in Southern California

With employment levels near record levels, chances are that you are employed and working a full-time job. Yet, with the paychecks rolling in, you…

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Investing After Retirement

If you are nearing retirement, or are already retired, chances are pretty good that you are keeping a close eye on your portfolio. Retirement…

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Financial Mistakes to Avoid In Retirement

If you are looking forward to retirement, you aren’t alone. Most people look forward to the day where they can leave their day job…

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What Is Estate Planning?

While there are many financial services and investment strategies to consider while you are young, estate planning is an important step that you should…

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Benefits of Saving For Retirement Early

One of the joys of retirement is sitting back and enjoying the fruits of your long years of labor. Retirement offers you the chance…

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