Retirement Recap.

In this comprehensive guide, we delve into the decision between a lump sum vs. monthly pension for your retirement. Explore the factors to consider, such as…

Are you looking to maximize your Social Security benefits while still working? Learn about strategies to optimize your retirement income by navigating Full…

Explore the top five mistakes retirees frequently make that may risk depleting their funds in retirement. Learn how to steer clear of running out of money in…

Finding the right financial advisor can be challenging, so we put together a list of the best Christian financial advisors in San Diego.

Take a look at our first quarter 2024 Investment Market Review. Download our free PDF.

Discover the essential strategies for managing healthcare costs in retirement effectively. From navigating Medicare options to maximizing savings, learn how to…

Discover effective strategies for minimizing capital gains taxes and maximizing your wealth. From understanding tax rates to implementing tax gain harvesting…

Alex dives into the potential pitfalls of relying solely on the S&P 500 for income in retirement. Learn how diversification across various asset classes can…

Alex dives into retirement income strategy that go beyond the traditional 4% rule. Discover how optimizing your income sources can lead to substantial tax…

We get the question all the time: Should I pay off my mortgage or keep the money invested? We had a client pay off a 2.8% fixed rate mortgage… and they loved…

When they came to see us they had $2.3 million and wanted to know what was financially possible for them to really thrive in retirement and fulfill some of the…

The average retirement income. We will show you the numbers so you can see how you stack up.