Category: Financial Planning & Budgeting

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…

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

(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…

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

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…

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

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

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