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Do You Have Questions About Your Social Security Benefits

For most Americans, Social Security is a significant retirement asset. Born out of the Great Depression as a retirement safety net, these days a record high of around 175 million people are working and paying into the system that provides benefits for over 62 million people. (1) In fact, the majority of retirees get more…

My Three Favorite Restaurants In San Diego County

There is nothing like living in San Diego County. There are plenty of beaches for locals and residents to enjoy. Sunny skies and ocean breezes are available all year round. Not to mention, there are many local attractions full of fun and enjoyment, such as the world-famous San Diego Zoo. For anyone who loves to…

We’re Never Too Busy To Help Someone You Care About

How many of your decisions are determined by money? How often do financial concerns keep you up at night? As much as we hate to admit it, money often drives our lives. We want to focus on what’s important and what matters most, whether that’s family, health, or pursuing passions. Unfortunately the time-consuming task of…

4 Things To Do When You Turn 59½

If you’re nearing the big 6-0, don’t worry about it. Sixty is the new 40. When I take a walk on the beach, it’s impressive how often I see surfers out there that are well into their 50s and 60s. Instead of letting another birthday get you down, focus on the benefits. Once you’re 55,…

Love And Money: Financial Planning Considerations For Couples

Have you ever fought with your significant other about money? Or maybe a better question is, how often do these fights happen? One-third of married couples fight about finances at least once a month, (1) and disagreements about money are the second leading cause of divorce, just behind infidelity. (2) Even if you are in…

The 2019 Social Security Benefit Guide

Are you planning on Social Security making up a significant portion of your retirement income? If so, you’re in the same boat as 60% of American retirees. (1) With a program that impacts so many individual lives, you would think people would be more prepared to claim their benefits, but unfortunately, that’s not the case.…

How To Prepare For Tax Season

By Brett Gottlieb and John Mc Kean If given a choice between the two, would you rather file your taxes or go without your phone for a week? There is a good chance you may be among the 28% of Americans who would gladly give up your cell phone just to avoid dealing with your…