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Time May Change Your View of Wealth

10-16 blog post

  Your investment strategy and estate plan should keep pace as your views evolve. Time changes our perspective on many things, including our finances. Perhaps you used to think that money would solve all your problems, or that you didn’t want to spend your time and energy thinking about your finances. You’ve lived, and you’ve […]

Pretend You’re Retired for a Month

wealth management san Diego holistic retirement guru

The lessons to learn from this experiment. Retirement is ideally a happy time of your life, freeing you up to do things you’ve long postponed. However, the prospect of retirement can also cause stress if you’re not sure you have enough money to retire in the lifestyle you’d like. We suggest a dry run: Try living for […]

Asset Management Stories for Del Mar Residents: Six Celebrity Money Mistakes, PART 2

Image courtesy of Free Digital Photos Welcome to the second installment of this two-part blog series on the potentially devastating financial mistakes celebrities and the ultra wealthy make. In Part 1, we uncovered the following three mistakes: Living Beyond their Means Not Signing a Prenup Forgetting about Their Will Let’s continue… 4. Wealth Management No-No’s: […]

Wealth Management Stories for Del Mar Residents: Six Celebrity Money Mistakes, PART 1

Image courtesy of Free Digital Photos Celebrities: they’re just like us! They navigate the grocery store, negotiate their children’s temper tantrums and even make mistakes with their finances. When a celebrity makes a money mistake, the effects could be even costlier because of the large amount of money involved. Take a look at these cases […]

10 Financial Lessons from Bill Gates PART 2

Image courtesy of Free Digital Photos Welcome to the second installment of our two-part blog series on some exceptionally insightful quotes from the richest man in the world, with commentary from Del Mar LPL financial advisor, John Lohrenz. Let’s continue with five more quotes… “There is nothing that was overnight.” Forget all the get-rich-quick schemes […]

Stop Juggling Responsibilities and Grow Your Personal and Professional Wealth Using Key Financial Tools Like “Wealth Vision” PART 2

Image courtesy of Free Digital Photos Welcome to the second half of this two-part blog series on how business owners can more effectively manage their business by using an exceptionally convenient and comprehensive tool called “Wealth Vision.” Managing Your Wealth Effectively and Conveniently with Wealth Vision “We make use of a financial planning software called […]

Wealth Management Expert in Del Mar Says: Stop Juggling Responsibilities and Grow Your Personal and Professional Wealth Using Key Financial Tools Like “Wealth Vision” PART 1

Business Owners face a great number of challenges. Not only do they have spend time running and maintaining their business, but they also have other crucial concerns such as expanding the business, health insurance, regulation, taxes, as well as taking the time to manage their own wealth. Oftentimes, business owners are forced to choose between […]

Solana Beach Asset Management Advisors Ask: Could Online Retirement Calculators Be Misleading You? PART 2

Welcome to the second installment of this two-part blog series. Last week, Solana Beach asset management advisor John Lohrenz explored the use of online retirement calculators as a means for painting a picture of your financial future. We left off with the important sentiment and question: It can seem a little frightening that a decision […]