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Plan for Tomorrow - La Jolla, CA

 
Plan For Tomorrow, Today Rightsizing for Retirement Social Security: By the Numbers The Cost of Procrastination
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Client Care

We cater to the needs of our clients by putting their interests before our own and establishing a personal relationship with them.

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Holistic Approach

Our goal is to help clients accumulate and preserve wealth efficiently. Through a holistic process, we seek to address their needs now and in the future.

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Comprehensive

We offer comprehensive financial planning to help clients pursue their vision of a successful retirement and leave a legacy to their loved ones.

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Helpful Content

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

 

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

The History of Retirement

Do you know where the idea of “retirement” comes from?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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