Finance & accounting

Should I have a Financial and/or Medical Power of Attorney? If you trust someone to make important decisions on your behalf–manage your finances or medical care–you can use a Power of Attorney (POA) to empower them to act without requiring your direct input and approval. This legal tool can be used to designate someone as

Should I Take Social Security Early? Social Security is a vastly important benefit for those 63 million people headed towards their golden years or already reveling in them. Unfortunately, it’s also an exceedingly complex process with varying degrees of comprehension and law surrounding it. Many Los Angeles and San Diego citizens hold just a rudimentary

What’s A Safe Withdrawal Rate In Retirement? For those nearing retirement, there are a number of important aspects to take into consideration.  You may be wondering if you should cash in on Social Security, making the transition into fiscal conservatism.  You may also be familiar with the concept of Safe Withdrawal Rates (SWR), but don’t