Category Archives: Wealth Management

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 […]

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 […]

Solana Beach’s LPL Financial Advisor Asks: Could Online Retirement Calculators Be Misleading You? PART 1

One of the most important questions Solana Beach residents ask themselves about the future is what will my retirement look like? What do I need in order to maintain the quality of life I have become accustomed to? How much should I be putting away today and will I leave my family a handsome legacy […]

Del Mar’s JKL Wealth Management Explain What Women Need to Know about Resurrecting Their Financial Life after Divorce PART 2

Welcome to the second half of this two-part blog series. In last week’s post, Del Mar’s LPL Financial advisor John Lohrenz explained the first two important steps in rehabilitating your finances after a divorce, because even if you are already financially independent and/or are well-looked after by your ex, you still need to learn how […]

Del Mar’s JKL Wealth Management Explain What Women Need to Know about Resurrecting Their Financial Life after Divorce PART 1

Going through divorce is, in most cases, a tremendous emotional maelstrom. But, it’s not only your emotional wellbeing that needs rehabilitation; you also have to get that derailed train that is your financial life back on track! What used to be one joint income, one list of assets and one debt now become two and […]