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San Diego Wealth Management In the News


3 Things to Do Before Your Financial Advisor Retires

by Maryalene LaPonsie with Cory Schmelzer

If you ask Cory Schmelzer, owner of San Diego Wealth Management, what happens when a financial advisor retires, he can give you an answer that’s more than theoretical. The 18-year veteran advisor has taken on four practices from advisors who left the business and is the in the process of transitioning over a fifth.  More on US News

 

7 Times You Need to Talk to a Financial Advisor

by Maryalene LaPonsie with Ian Kutner

ItYou may want to manage your money on your own, but there are times when it's a mistake to go it alone.  Ian Kutner, an advisor with San Diego Wealth Management, was among the country's very first certified financial planners. It's been more than 40 years since he was certified, and he says he still finds that people overlook the value of a planner and misunderstand what they do. More on US News

 

Boomers’ Secrets of a Successful Retirement

by Maryalene LaPonsie with Cory Schmelzer

 

It’s been four years since the oldest members of the baby boomer generation turned  65, and according to the AARP, approximately 8,000 boomers a day will hit this milestone in  the next 14 years. In late 2014, Ameriprise Financial surveyed 1,000 boomers ages 60 to 73 who retired within the past five years to determine how they’ve been managing since leaving the workforce. Here’s what respondents in the Retirement Triggers Research Report revealed as their secrets to a happy retirement.  More on Yahoo News

 

 


Boomers’ Secrets of a Successful Retirement

by Maryalene LaPonsie with Cory Schmelzer

 

It’s been four years since the oldest members of the baby boomer generation turned  65, and according to the AARP, approximately 8,000 boomers a day will hit this milestone in  the next 14 years. In late 2014, Ameriprise Financial surveyed 1,000 boomers ages 60 to 73 who retired within the past five years to determine how they’ve been managing since leaving the workforce. Here’s what respondents in the Retirement Triggers Research Report revealed as their secrets to a happy retirement.  More on US News and World Report Money


5 groups who need professional tax help

by Maryalene LaPonsie with Cory Schmelzer

 

Given how simple it is to file a basic return with tax preparation software, paying someone to prepare your taxes may seem as timely today as a flip phone or dial-up modem.

Not so fast, say some finance experts. While tax software works well in some situations, it can never fully replace a human touch -- particularly if your situation is a little different from the average taxpayer's.

Here are five types of taxpayer that financial advisers say should skip the software this year and find a tax professional instead.  More on MSN Money


2 Misconceptions and 3 Great Things about Financial Advisors

by Kimberly Rotter with Cory Schmelzer

 

Financial planning isn’t only about retirement. Tuition, home, daycare, healthcare, groceries, auto, entertainment, travel – each of us has a long list of financial goals we want to meet. The combination leverages a strategy for maximizing the buying power of our dollars. Only a small percentage of Americans regularly seek advice from a professional financial advisor. Those who don’t too often subscribe to one or both of the following popular fallacies:  More on Credit Card Insider