ARE YOU LOOKING FOR MORE FLEXIBILITY WHEN SAVING FOR COLLEGE? I speak to a lot of friends and clients who recently had babies, or have young children, and are concerned about the ever increasing cost of college. According to the College Board’s Trends in College Pricing, the 2013-2014 average total costs (including tuition, fees, room and…Read More
San Diego is an expensive city to live in. We know. We’re local. Life insurance is one of those things that provides for a family when the worst happens. The higher the cost of living, the more helpful this can be. We started out offering life insurance in San Diego years ago before it was…Read More
Upon entering Corporate America, my HR director stressed the importance of participating in my 401K to save for retirement. She said if I max it out every year and save diligently, I’ll have $2million saved for retirement with no worries. She said it was the best way and how most of America will create a…Read More
A Retirement Plan that Provides More Flexibility and Less Market Risk and Taxes Than a 401(k) If you are frustrated with the volatility in your 401(k), it’s important to learn about alternative options. Often the American worker starts a 401K with the best intentions, but does not realize the pitfalls that also plague a 401K. …Read More
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