January Is National Financial Wellness Month
January is Financial Wellness Month, a time to check-in with your financial strategy.
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.
Setting SMART Financial Goals
Most people set financial goals with good intentions. And most people have heard of SMART goals. Here's how you can use SMART goals to achieve your financial goals.
Caring For Aging Parents
Many adults have aging parents who are in need of health-care and living assistance. There are a number of resources today that can help them grow old gracefully, either in their existing home or in a facility, along with multiple options for financing the cost of the care.
15 Ways to Give During the Holidays (While Doing Something with your Family)!
Share with your family the importance of giving during the holiday season with these 15 fun and simple ways to give back.
November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?
Retiring early to become a full-time family caregiver is a major life transition and requires careful planning. Read more here.
Retirement Income Tax Valley
Retirement has its advantages, even tax advantages. In this video Joe breaks down three strategies to consider when you retire early, before you collect social security, or before you start taking a required minimum distribution from your retirement accounts.