No one gets out alive

Ok so a subject most folks do not want to dwell on death and what can happen financially after a spouse passes away, dealing with the grief, the loneliness and the financial. Usually, we get involved at this point after a spouse passes. We try to address the issues at that time but what if […]

Navigating Your Way to Homeownership: A Guide for Aspiring Homebuyers

Welcome, Embarking on the journey of buying your first home is an exciting milestone in your life. As you step into the world of homeownership, there are essential steps to understand and consider. In this guide, we will explore the path to purchasing your dream home, providing you with valuable insights and tips along the […]

Mastering Liabilities: The Key To Financial Security

Managing your liabilities is an essential part of financial planning, and it can have a significant impact on your overall financial well-being. Liabilities are debts or obligations that you owe to someone else, such as loans, credit card balances, mortgages, or any other financial obligation. Assets, on the other hand, are resources or things that […]

Four keys to a Happy Retirement

Four-keys-to-a-Happy-Retirement

Retirement can be a fulfilling and satisfying phase of life if you plan it well. Here are four keys to a happy retirement: Financial stability is essential for a happy retirement because it allows you to maintain your desired lifestyle without the stress of financial worries. You saved and invested wisely during your working years […]

Retirement Budgeting: The Start of Creating a Financial Plan

Retirement-Budgeting-is-the-Process-of-Creating-a-Financial-Plan

Retirement budgeting is the process of creating a financial plan that takes into account your expenses and sources of income during retirement. It is important to have a realistic retirement budget to ensure that you have enough money to cover your expenses and maintain your standard of living throughout your retirement years. Here are some […]

Why Real Estate is a great investment

Home ownership versus renting is a common topic of discussion among people who are looking to settle down. Both options have their own set of advantages and disadvantages, and it ultimately comes down to personal preference. San Diego has a rapidly growing population. According to the United States Census Bureau, the city’s population increased by […]

Multigenerational Living Can Be A Rewarding And Fulfilling Experience For Families

Multigenerational living, or the practice of several generations living together in one household, is not a new concept. In fact, it has been common in many cultures around the world for centuries. However, it fell out of favor in the Western world during the 20th century, as people began to value privacy and independence. But […]

Compare the Benefits of a Reverse Mortgage Vs Selling Your Home

The recent increase in articles discussing a potential real estate bubble has many people worried if history is about to repeat itself. Despite the various opinions on whether the real estate market will sustain its value, the only guaranteed way to realize the wealth in one’s home is to sell it at its current valuation. […]