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Category: Retirement


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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…

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6 Different Ways To Budget That Work

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…

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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…

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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…

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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…

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Architecture Estate Facade

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…

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Pexels Photo

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…

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Should I Rollover My K

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…

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Rental Income And Retirement Planning

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…

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