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With half the year in the rearview mirror, we’ve seen what felt like a full year’s volatility in just six months. The second quarter began with the announcement of a significant increase in tariffs on virtually every U.S. trading partner.READ MORE
One of the biggest fears for retirees is whether they will outlive their money. While many will focus their concern on the ups and downs of the market, our experience has shown there are more likely causes for a nest-egg to dwindle too early.
On Jan. 5th, President Biden signed the Social Security Fairness Act into law, repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). The historic bipartisan legislation will significantly benefit eligible public sector retirees — such as firefighters, teachers,READ MORE
San Diego is a beautiful city with an enviable climate, but it’s also known for its high cost of living. For physicians practicing in this area, financial planning becomes crucial, not only for personal stability but also for achieving long-term goals.