Retiring Before Age 65? Watch this.
Joe explains one of the most under planned expenses for people retiring before age 65 in this video.
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.
Cryptocurrency & Bitcoin Basics
This article explains basic information about cryptocurrencies, including what they are and how to use them. We share analysts' predictions for 2025 and offer a few educational resources.
Is "Temporary Retirement" the Newest Trend?
This blog is about what temporary retirement means, the potential benefits, and some financial planning considerations of taking a career break.
Developing a Philanthropy Plan
Developing and maintaining a philanthropy plan can help wealthy families focus on causes they care about most, maximizing the money they give and potentially help maximize tax advantages. Here's how to start.
Four Tips to Keep Your Smart Phone Safe and Secure
Threats to mobile devices are more prevalent and increasing in scope and complexity. This post outlines steps you can take to better protect your personal devices and information.
Quarterly Market Insights | July 2025
One of our most-anticipated pieces each quarter, view a recap of the market and what to look for as we head into July.