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 firsthand how essential it is to have a well-rounded retirement
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Financial Planning
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 anxiety over market fluctuations—especially during election years. It’s understandable. With
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 clients navigate the complexities of Medicare and retirement planning. One
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 planning in San Diego, I’ve heard a lot of misconceptions
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 seen firsthand how the landscape of retirement has shifted. With
Navigating Financial Advice: Generational Differences and Best Practices
Navigating Financial Advice: A Guide for Every Generation Hi everyone, Elisabeth Dawson here! As a financial advisor in San Diego with over twenty-six years of
