Picture of San Diego beach with title

The 5 Best Christian Financial Advisors in San Diego (2024 Update!)

Finding the right financial advisor can be challenging, so…


First Quarter 2024 Investment Market Review

Take a look at our first quarter 2024 Investment Market…


Healthcare Costs in Retirement

Discover the essential strategies for managing healthcare…


How to Minimize Capital Gains Taxes

Discover effective strategies for minimizing capital gains…


S&P 500 Retirement Income

Alex dives into the potential pitfalls of relying solely on…


Retirement Income Strategy: Framework for Success

Alex dives into retirement income strategy that go beyond…


Should I pay off my mortgage or invest?

Should I Pay Off My Mortgage or Invest?

We get the question all the time: Should I pay off my…


financial plan income

Financial Plan Income Case Study

When they came to see us they had $2.3 million and wanted…


Retirement Income Strategies

The average retirement income. We will show you the numbers…


Optimizing Portfolio: S&P 500 and International Stocks

We are frequently asked is “Is the S&P all I need to…