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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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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…

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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 …

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Economic Slowdown Heightens Risk

Economic Slowdown?

March 25, 2019

The S&P 500 is 4.5% from its all-time high. After a very scary December, where the market fell by -9%, global equities have posted…

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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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Bull Oak Recession Cover Blog

Are We In A Recession?

December 21, 2018

December has been a particularly ugly month for stocks. The S&P 500 is down -11.7% for the month, -9.6% for the year, and -17.5%…

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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…

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