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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

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Should You Tap Retirement Savings to Fund College?

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

Saving for College 101

Here’s a crash course on saving for college.

Rightsizing for Retirement

What does your home really cost?

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