Category: Retirement
Receive Our Monthly Newsletter
*We will never sell or rent your personal information.

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
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
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
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
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
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
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