Living in a high-tax state like California can bring unique challenges. Engaging in proactive planning will ensure your financial well-being for years to come. As the year draws to a close, here are some top year-end strategies that can helpREAD MORE
Retirement, Retirees
For most people, retirement is a significant milestone. Some can’t bring themselves to stop working, but for others it represents a significant change in both income and lifestyle. Living in a high-cost area like San Diego can bring unique challenges,READ MORE
Life is full of uncertainties. As you begin your career journey and progress through adulthood, you may have some thoughts or anxieties about what would happen if you were to become sick or injured. If your condition makes it soREAD MORE
Social Security retirement benefits are a cornerstone of many retirement plans. The monthly payments are dependable, continue for life, and adjust with inflation, thanks to cost-of-living increases. For people who expect to live a long life, that inflation-protected lifetime incomeREAD MORE
Planning for the distribution of your estate is complex. There are so many variables to consider, like family dynamics, changing values and ever-changing tax rules. It can be easy to simply ignore the planning, but that just leaves your heirsREAD MORE