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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Savings Goals

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

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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