Unlocking the Power of Cash-Value Life Insurance: A Tool for Tax-Free Income in Retirement
As someone who has spent over 26 years in the financial advising industry, I’ve seen
Discover How Elisabeth
can help you improve your
relationship with money
Explore valuable financial insights based on 26 years of educating and changing lives as a comprehensive fiduciary financial advisor.
Featured Posts
The Role of Social Security in Managing Retirement Risks
Retirement is one of the most significant milestones in life, but it also comes with
Unlocking the Power of Cash-Value Life Insurance: A Tool for Tax-Free Income in Retirement
As someone who has spent over 26 years in the financial advising industry, I’ve seen
The Role of Social Security in Managing Retirement Risks
Retirement is one of the most significant milestones in life, but it also comes with
Understanding the Importance of Your Social Security Claiming Decision
Hi, I’m Elisabeth Dawson, and I’ve been a financial advisor for over 26 years. As
How Election-Year Emotions Can Impact Financial Decisions—and What to Do Instead
As a financial advisor with over 26 years of experience, I’ve seen many clients experience
Medicare Made Easy: A Guide for First-Time Enrollees
Hi there! I’m Elisabeth Dawson, a financial advisor with over 26 years of experience helping
Navigating the Medicare Maze: Why Annual Reviews Are Essential
Hi there! I’m Elisabeth Dawson, a retirement planner in San Diego with over 26 years
The Pros and Cons of Taking Social Security Early vs. Waiting Until Full Retirement Age
Hello there! I’m Elisabeth Dawson, a financial advisor and retirement income planner based in San
Social Security Myths Debunked: What You Really Need to Know
As someone who has spent over 26 years guiding clients through the complexities of financial
Longevity and Your Social Security: A Financial Advisor’s Perspective
As a retirement income planner in San Diego with over 26 years of experience, I’ve
