Imagine a retired client. Being 68 years old, he’s managed to save a bit of money over his lifetime. Whatsmore, that money is spread across different types of accounts: His tax-deferred traditional IRA His tax-free Roth IRA The family’s taxable investment account Being that the client is retired – and a good portion of his […]
Financial Planning
How to Save on Taxes
No one likes taxes. So, why not strategize on how to save on them? Listen up for a few strategies to decrease your tax bill.
Do I Even Need Life Insurance?
Life Insurance comes in so many flavors! Which one makes the most sense? Or, do you even need it? Listen to our latest episode of the Stay Wealthy podcast to find out!
Do You Really Need to Own International Stocks?
Given International stocks have suffered twice as many bear markets than U.S. stocks since 1970, why do people invest in international stocks? In this episode of Stay Wealth San Diego podcast we discuss how come.
Story People
Recently, I was wasting some time on the Twitternets. I came across the following exchange: Every single academic study ever done has concluded that REITs outperformed private real estate investment. – Dr. Brad Case — Blair H duQuesnay (@BlairHduQuesnay) June 21, 2018 Interesting. Please forward the research Not surprised though. More and more research is […]
Got a Financial Planning Question?
Be it a basic question about plain-vanilla retirement, something sexy like early retirement, or my obsession with U.S. Treasury bonds, we want to know your questions about money. Send your money questions to podcast@StayWealthySanDiego.com. You can hear all sorts of great financial planning questions answered on this week’s Stay Wealth San Diego podcast.