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I provide comprehensive financing planning, insurance and investment management services for individuals, families and businesses. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accur

05/11/2023

Retirement used to conjure up images of lazy days spent in a rocking chair. Today's retirement is different. You might plan to open a business of your own. Or perhaps return to school, or get that blackbelt you've never had the chance to complete. So what does redefined retirement mean to you?

05/05/2023

With our Financial Planning Software, we can tell you how a recommendation impacts retirement, income taxes, and future net worth. It’s not all always only about the return. We know clients have different goals. Our What-If Scenarios can focus on early retirement and spending more time with family.

Common Estate Planning Mistakes and How to Avoid Them 03/01/2017

Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices individuals make when planning for their own future or passing assets to their families are caused by "one-size-fits-all" planning strategies or well-intended advice from family or friends. Following are some common and potentially costly mistakes along with suggestions for avoiding them. [ 795 more words ]

http://sweetenwmblog.com/2017/03/01/common-estate-planning-mistakes-and-how-to-avoid-them

Common Estate Planning Mistakes and How to Avoid Them Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices individuals make when planning for their own future or passing…

Proper Financial Planning: Critical for Women 01/04/2017

A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. The current life expectancy of a female at birth is roughly 81 years, compared with 76 years for a male.1 Although five years may not appear significant, many people in this age group incur expenses for health care and other items while living off of Social Security and personal assets. [ 457 more words ]

http://sweetenwmblog.com/2017/01/04/proper-financial-planning-critical-for-women-3

Proper Financial Planning: Critical for Women A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. The current life expecta…

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2244 Faraday Avenue Ste 90
Carlsbad, CA
92008

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