(858) 755-5166

Financial Planning

Is it important to maintain a high credit score in retirement? When you’re getting closer to retirement, you may not be focused on your credit score, assuming that your borrowing habits will change. And, for many people, they do. However,READ MORE

If you have the good fortune to receive an inheritance of $1,000,000, congratulations! Celebrate with a good bottle of champagne and offer a toast of thanks to your benefactor. However, financial advisors recommend a cooling-off period before you start spendingREAD MORE

Have you always wanted to take your kids on that once-in-a lifetime family vacation that will create lasting memories and have you doing things you didn’t know were possible?  How about a family trip to Africa for a safari orREAD MORE

When it comes to planning for retirement, healthcare costs are one of the most overlooked factors. Yet for many retirees, health-related expenses can be one of the largest items in their budget. Even when covered by a retiree health planREAD MORE

To be financially comfortable in retirement, the general rule of the thumb is that you’ll need approximately 80% of your annual pre-retirement income. Spending in retirement is a mixed bag. You can get by on less because some monthly expensesREAD MORE

Refer a friend

Do you know someone we can help?