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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Retirement
The Role of Social Security in Managing Retirement Risks
Retirement is one of the most significant milestones in life, but it also comes with its own set of financial challenges. As someone who’s worked
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 the founder of COPIA Wealth Management & Insurance Services and
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
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 of experience. As a money coach, author, educator, and founder
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 Diego. With over 26 years of experience helping clients navigate
