The Sandwich Generation's Guide
How to balance caring for aging parents, paying for college, and saving for retirement without sacrificing your financial future.
Financial Education, Insights & Resources
Stay informed with professional insights on retirement planning, investment strategies, tax planning, and wealth management from our San Diego-based financial advisors.
At Wealth Manager Group, we believe informed clients make better financial decisions. Our library of educational videos and articles covers key topics like retirement planning, tax strategies, college savings, and investment management to help individuals and families in San Diego and across the U.S. build long-term wealth.
The Real Cost of Downsizing: Why Moving to a Smaller Home Doesn’t Always Mean Smaller Expenses
This blog uncovers the hidden costs of downsizing and why moving to a smaller home doesn’t always lead to fewer expenses.
What Kind of Investor Are You?
Uncover your investor profile and find your ideal approach by understanding your risk tolerance, time horizon and financial goals.
Gift Tax Annual Exclusion
You may be able to shrink your taxable estate and support your family today. Discover how the annual gift tax exclusion turns generosity into a powerful planning strategy.
Converting an Asset to An Income Stream with a CRT
Feeling stuck with highly appreciated assets you can’t sell without triggering taxes? Discover how a Charitable Remainder Trust can unlock income, reduce taxes, and support the causes you care about.
Required Minimum Distributions (RMDs)
Find out what accounts require RMDs, when you have to take them, how much you have to take, how you are taxed on the distribution and more.