Financial Planning can be defined in numerous ways and many professionals can make themselves out to be a Financial Planner, Financial Advisor or Financial Consultant, among other definitions. The CFP Board defines Financial Planning as “the process of determining whether and how an individual can meet life goals through .....Read more
A transportation safety plan is important, considering Southern California is amidst its rainy season. The elderly & new drivers are statistically more probable of being involved in a MVA (Motor Vehicle Accident). Rain only adds to the increasingly more aggressive driving habits of Californians, which yields a much higher .....Read more
When you think about New Year’s Resolutions, is 'update your estate' plan on the list? Think about this... When was the last time you reviewed your estate plans? Five years ago? Ten? Laws have changed significantly during this time, and new opportunities for passing along money to your heirs .....Read more
This is us yelling it from the mountain tops..... WE LOVE GREAT CAREGIVERS!!! So much, in fact, we've been on the search for other companies that love them just as much. We've given some of our favorite business affiliates a way to show just how much they care about .....Read more
Aging Assistance San Diego People are worried about their parents getting along by themselves. Is their worry sensible? Absolutely! Do they really need some help? Yes, Yes, Yes. Aging assistance is intended to help people at any stage of the aging process. Your parents can be completely independent but lack .....Read more
