Category: Financial Planning & Budgeting
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Benefits of Saving For Retirement Early
December 18, 2018
One of the joys of retirement is sitting back and enjoying the fruits of your long years of labor. Retirement offers you the chance…Read More
Why Retirement Planning Is Important
December 4, 2018
Do you know what your target retirement age will be? Have you assessed what your costs will be post-retirement? Have you thought about your…Read More
How To Choose a Financial Advisor
November 5, 2018
If you are in the market for financial advice, chances are you are considering working with a financial advisor. Making the right choice when…Read More
How Much Does a Financial Advisor Cost?
November 5, 2018
When selecting a financial advisor, one of the most important considerations for many individuals is how much the service will cost them. Understanding the…Read More
Rising Interest Rates and its Effects
February 25, 2018
After nearly a decade of speculation, interest rates have finally began to increase as inflation has started to pick up (about time). The impact…Read More
Should I Rollover My 401k?
November 16, 2017
Though clients come to Bull Oak for a variety of San Diego financial services, a common question we’re asked is “should I rollover my…Read More
Rental Income and Retirement Planning
November 3, 2016
While there are many options for San Diego financial services, real estate questions are frequent and it’s important to consult a financial advisor when…Read More
Who Will Inherit Prince’s Estate?
May 3, 2016
Prince died unexpectedly in Minnesota on April 21st, and the cause of his death is still a mystery. There are reports that Prince died…Read More
2016 Five Star Wealth Manager Award
January 22, 2016
For this week’s newsletter, I talk about winning a wealth manager award and fiduciary responsibility. 2016 Five…Read More