Popular Topic(s): Retirement Planning
Planning for Healthcare in Retirement in San Diego

Navigating healthcare costs in retirement can be challenging, particularly in San Diego, where the combination of high living expenses and evolving medical needs makes careful…

RTX Lifetime Income Strategy — Is This Option Right For You?

Planning for retirement can feel like navigating a maze of financial decisions and investment options. One strategy that has garnered attention as there have been…

Retirement Planning for Young Professionals in San Diego

If you’re a young professional in San Diego, between your 20s and 40s, you’re in your prime wealth accumulation years with the greatest potential to…

Retirement Planning for Business Owners

As a business owner, you’ve meticulously planned every aspect of growing your business. However, working with entrepreneurs in San Diego, we’ve found many business owners…

Sailing into Retirement Planning in San Diego

If you have ever been sailing on San Diego Bay, you know how peaceful it can be on the water, with only the wind in…

Mega Backdoor Roth Strategies for RTX (Raytheon) Employees

Are you a high-income earner at RTX (Raytheon Technologies) maximizing your pre-tax or Roth contributions to your RTX 401(k) over and above that valuable employer…

Why the 5 Years Before Retirement Are Critical

If retirement is on the horizon within five years, now is the time to revisit your retirement plan and ensure you’re on track. This period…

Retirement Planning with Purpose and Fulfillment in Mind

Your wealth and ability to manage your finances play a significant role in your confidence as you transition through different stages of life, and in…

RTX (Raytheon Technologies) 401(K): 3 Scenarios Employees Should Consider

Comprehensive retirement planning involves managing factors such as market fluctuations, inflation, or an unexpected income change in your family. These situations may feel concerning, especially…

Retirement Planning While Caring for Aging Parents

As you approach retirement age, a moment may arise when your concerns shift from raising and supporting your children to the care of your aging…