San Diego Wealth

The key to in retirement might be a patchwork of different choices.

Extended Care: A Patchwork of Possibilities What is your plan for health care during retirement?

Do you know what your needs are, when you’re married, with children?

Insurance Needs Assessment: Married With Children When you’re married and have children, insurance needs will be different.

What do you need to know when the market experiences volatility?

Pullbacks, Corrections, and Bear Markets When the market experiences volatility, it may be a good time to review these common terms.

If you died, what would happen to your email archives, social profiles, and online accounts?

Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts?

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

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Self-employed? Learn more about your retirement plan options.

Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Concerned about the social impact of your investments?

Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.

With increasing wealth comes unique financial challenges.

Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Social Security Taxes Estimate how much of your Social Security benefit may be considered taxable.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.

How long will your retirement money last with regular withdrawals? Have you run the numbers?

A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What steps might help you sustain and grow your retirement savings? This piece explores them.

Managing the Risk of Outliving Your Money Steps to help you sustain and grow your retirement savings.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

How Retirement Spending Changes With Time It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Your home mortgage interest may be deductible. Do you itemize your deductions?

Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.

Your financial future is calling. Develop a strategy for your investments today.

The Cost of Procrastination Don't let procrastination keep you from pursuing your financial dreams and goals.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

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Assets minus liabilities = net worth. When was the last time you calculated yours?

What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Could your portfolio benefit from a zero-coupon bond?

The ABCs of Zero Coupon Bonds Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Countering Counterfeit Currency Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Valuation is important for business succession, estate taxes and even qualifying for a loan.

What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

A House Divided By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Developing a retirement strategy? It's critical to know the differences between investment types.

Traditional vs. Roth IRA One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Reviewing Your Life Insurance Needs Learn how the review process works and how it may help you better understand your Life Insurance.

Health-care coverage (including Medicare) typically does not cover extended medical care.

Money that Buys Good Health is Never Ill Spent It's important to make sure your retirement strategy anticipates health-care expenses.

When are you taking your benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

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An ILIT could play a role in your estate strategy.

A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Are you considering a FIRE retirement? Learn the basics here.

FIRE Retirement This short, informative article teaches the basics of the FIRE movement.