Skip to content

Category: Financial Planning & Budgeting


Receive Our Monthly Newsletter

*We will never sell or rent your personal information.

College Costs Rising

How to Get a College Education Without Mortgaging Your Future

September 16, 2019

A recent article discussing why college is so expensive had me thinking as to the true reasons. With two young children and many clients…

Read More
Piggy Bank Budgeting

6 Different Ways to Budget That Work

June 28, 2019

As a cash-flow based financial advisor, I have created hundreds of unique financial plans. Some plans focus on building passive income, while others focus…

Read More
image of man with questions marks

Why Invest in an ETF vs a Mutual Fund? Learn the Pros and Cons of ETF vs Mutual Fund Investing

May 22, 2019

If you are new to investing, it is easy to become overwhelmed. ETFs, mutual funds, IRAs, expense ratios, time value of money, etc. They…

Read More
Pexels Photo

The Best Financial Advisors in San Diego 2019

May 1, 2019

(Updated on 5/1/19) Choosing a financial advisor to work with is a big decision. The right financial advisor can have a measurable impact on…

Read More
Inheritance Planning San Diego

How to Invest an Inheritance | A 9-Step Guide

April 11, 2019

How to Invest an Inheritance – and More: A 9-Step Guide on What to Do With Inherited Money in San Diego …

Read More
Financial Freedom Bull Oak

How to Retire Early in San Diego – A Guide to Early Retirement in Southern California

March 12, 2019

There’s a movement of early retirement seekers called FIRE or Financial Independence Retire Early. Retiring early is achievable, even easy, in many lower cost-of-living…

Read More
Investing After Retirement

Investing After Retirement

February 1, 2019

If you are nearing retirement, or are already retired, chances are pretty good that you are keeping a close eye on your portfolio. Retirement…

Read More
Financial Mistakes To Avoid In Retirement

Financial Mistakes to Avoid In Retirement

February 1, 2019

If you are looking forward to retirement, you aren’t alone. Most people look forward to the day where they can leave their day job…

Read More
Adult Blur Boy

What Is Estate Planning?

December 18, 2018

While there are many financial services and investment strategies to consider while you are young, estate planning is an important step that you should…

Read More

Ready to take the next step?

Schedule a Complimentary 15-Minute Phone Call to Learn More