San Diego Wealth Management

 

We're happy and honored to be the last wealth management team you'll ever have! 

Please enjoy all of the resources available on our public site.  At Retirement and Tax Solutions, we've worked hard to bring together a massive amount of information related to All Things Financial. 

As our client, we thank you for your continued trust and confidence.  We work hard for you to differentiate our services from other financial planning practices by delivering our Gold Medal Services, a Comprehensive Wealth Management Solution.

Click here to see the Gold Medal Services

Offering simplified yet sophisticated financial planning solutions.  

We further differentiate our services via our Action Checklist and our Consolidated Asset Report.     

As a member of the Retirement & Tax Solutions family, you will find our detailed Quarterly Economic Updates among the most comprehensive economic reports available. Click on the link below to see our most recent Quarterly Economic Update.

 Click here to download our most recent Quarterly Report

Other reports such as our 'Year-end Tax Report,' (50+ ways to find additional credits, deductions and exemptions), Protecting Against Identity Theft, and When you Turn 70 1/2 Quiz,  are available only to clients.  Many of our clients take comfort knowing they have access to this information, while others value even more that they have a trusted resource to assist them in making financial decisions.  

We also have professional financial planning tools... 

At Retirement & Tax Solutions do things the old fashioned way.

We gather the data, analyze the data and then... and only then... do we make recommendations.

If you are not a client and interested in our services, we'd welcome discussing your personal situation!   Cheers! 

~Cory                              

                       

 

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Newsletters

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

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