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5 Strategies To Help Grow Your Wealth During The 2020 Financial Crisis

The world is in crisis right now, and for many of us, our response has been to go into protective mode. And while it’s incredibly important for us to follow government guidelines to stay home and keep ourselves and those around us healthy, it’s also important for us to use this time wisely and make…

Your 2020 Social Security Guide

The number of Americans retiring has nearly doubled in the past 20 years with 10,000 people a day reaching age 65. (1) How close are you getting to that milestone? If retirement is on the horizon for you, then Social Security is probably on your mind. Over 48 million people received Social Security retirement benefits…

Do Your Friends And Family Need Financial Guidance During This Stressful Time? We’re Available To Help Virtually

Our lives have changed drastically in just a few short weeks. Sometimes all this change and uncertainty, coupled with hourly news briefings and dramatic headlines, can cause us to panic or least lose sleep at night. We get it. Things are going to be very different for a while, but thankfully one thing that won’t…

The CARES Act And Your Finances: What Do You Need To Know?

It’s no secret that individuals and businesses alike are struggling as social distancing guidelines expand, more businesses close down, and many people are out of work or working remotely with no childcare. Thankfully, our government is attempting to lessen the financial impact by providing a $2 trillion coronavirus economic relief package, the largest in American…

4 Things To Do In A Volatile Market

No one can deny that we are in the thick of things right now. Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be causing you to wonder, “How will this affect me?” or “Will my portfolio recover?” While the…

What You Need To Know About Recessions And Bear Markets

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market seems to have officially turned into a bear market. But what does that mean? And are we on the verge of another recession like the one we had in 2008? In light of all these concerns,…

What Should You Do About The Coronavirus And Stock Market Volatility?

The financial markets took a big dip early last week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days. Investors are understandably nervous about their money and their health. If you are…

7 Rules Of Investing

We all need to invest for the future, but making the right choices can be overwhelming unless you’re a financial professional. Whether you choose to purchase stocks and bonds, contribute to a retirement account such as a 401(k), or even invest in real estate, there are rules to investing wisely. While complicated investment jargon can…

Should You Really Be Helping Your Adult Children Financially?

How much money do you give to your adult children? We’re not talking about slipping them $20 every now and then or paying for dinner when you get together, but actually financially supporting them. If you do help them out significantly, you’re in the majority. In a Merrill Lynch Age Wave survey of more than…

Social Security: What You Don’t Know Could Cost You

Have you ever calculated how much you’ve paid into Social Security throughout your working years? You’ve been contributing to Social Security your whole life, right back to your first official paycheck. Between you and your employers, you’ve doled out 12.4% of your annual income. That’s a substantial amount that you don’t want to miss out…

Why We Love Living In Carlsbad, CA

There’s no greater feeling than loving where you live. And when where you live is a stunning coastal city with a mild climate that has something for everyone, well, that’s just the icing on the cake! And in our case, Carlsbad is a paradise we are lucky enough to call home! If you’re looking for…

Can Your Retirement Plan Withstand These 5 Potential Threats?

Do you ever lose sleep worrying about not having enough money in retirement? If so, you’re in good company. Planning for retirement is a monumental task with too many variables to name. By arming yourself with information about little-known and often ignored threats that could cause you to lose the nest egg you have diligently…

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