How Much is ‘Choice’ Worth? The Value of Planning Your Long-Term Care Options
Hello, I’m Elisabeth Dawson, a financial advisor here in San Diego and the founder of COPIA Wealth Management & Insurance Services and COPIA Wealth Management
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Financial Planning
Don’t Leave Your Legacy at Risk: Safeguard Your Hard-Earned Assets with Long-Term Care Planning
As a financial advisor in San Diego, I’ve met with countless clients who have spent their lives building a legacy, amassing wealth, and planning for
The Importance of Long-Term Care Planning
Planning for long-term care isn’t just about anticipating future healthcare needs; it’s about ensuring that you and your loved ones are prepared financially, emotionally, and
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
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
