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P: 619.640.2622

San Diego, CA

Author, Entrepreneur & Financial Coach

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    Insurance Needs when Married with Children

    Insurance Needs when Married with Children

    6 Ways To Plan For A Better Future

    6 Ways To Plan For A Better Future

    The Importance of TOD & JTWROS Designations

    The Importance of TOD & JTWROS Designations

    Women and Idle Money

    Women and Idle Money

    Establishing Good Credit in College

    Establishing Good Credit in College

    7 Mistakes To Avoid When Managing Finances With Your Partner

    7 Mistakes To Avoid When Managing Finances With Your Partner

    Money Management Strategies For Those Working Overseas

    Money Management Strategies For Those Working Overseas

    How to Invest in LGBTQ+ Friendly Companies

    How to Invest in LGBTQ+ Friendly Companies

    Investing in Agreement with Your Beliefs

    Investing in Agreement with Your Beliefs

    The Investment Risk You May Not Know About

    The Investment Risk You May Not Know About

    Are You Retiring Within the Next 5 Years?

    Are You Retiring Within the Next 5 Years?

    Yes, Young Growing Families Can Save & Invest

    Yes, Young Growing Families Can Save & Invest

    IRA Withdrawals That Escape the 10% Penalty

    IRA Withdrawals That Escape the 10% Penalty

    Reducing the Risk of Outliving Your Money

    Reducing the Risk of Outliving Your Money

    A Checklist for Executors

    A Checklist for Executors

    5 Ways To Be More Mindful With Your Money

    5 Ways To Be More Mindful With Your Money

    A Look at HSAs

    A Look at HSAs

    Why Do You Need A Will?

    Why Do You Need A Will?

    Accomplish Your Financial Goals With These 5 Steps

    Accomplish Your Financial Goals With These 5 Steps

    How Women Can Narrow the Retirement Saving Gender Gap

    How Women Can Narrow the Retirement Saving Gender Gap

    Retirement Plans for Individuals & Businesses

    Retirement Plans for Individuals & Businesses

    Try the Bucket Approach

    Try the Bucket Approach

    What Should You Keep?

    What Should You Keep?

    A Retirement Gender Gap

    A Retirement Gender Gap

    The Different Types of IRAs

    The Different Types of IRAs

    Why Having a Financial Professional Matters

    Why Having a Financial Professional Matters

    What People Overlook When Shopping for Life Insurance

    What People Overlook When Shopping for Life Insurance

    Beware of Lifestyle Creep

    Beware of Lifestyle Creep

    Financing a College Education

    Financing a College Education

    Qualifying for a Disability Retirement Under the FERS

    Qualifying for a Disability Retirement Under the FERS

    Adjusting Your Portfolio as You Age

    Adjusting Your Portfolio as You Age

    Set Goals as You Save & Invest

    Set Goals as You Save & Invest

    Avoid These Life Insurance Missteps

    Avoid These Life Insurance Missteps

    Facts About Refinancing

    Facts About Refinancing

    The Major 2018 Federal Tax Changes

    The Major 2018 Federal Tax Changes

    Characteristics of the Millionaires Next Door

    Characteristics of the Millionaires Next Door

    Managing Student Loan Debt

    Managing Student Loan Debt

    Good Reasons to Retire Later

    Good Reasons to Retire Later

    Why You Should Have an Online Social Security Account

    Why You Should Have an Online Social Security Account

    Less SALT for Taxpayers to Subtract

    Less SALT for Taxpayers to Subtract

    Building an Emergency Fund

    Building an Emergency Fund

    The Risk of Being a Suddenly Single Woman

    The Risk of Being a Suddenly Single Woman

    Explaining the Basis of Inherited Real Estate

    Explaining the Basis of Inherited Real Estate

    The information provided in this website is for informational and educational purposes only. This website is not investment advice nor is it intended to address the financial needs of any particular viewer. The opinions expressed of this website are not intended to be an endorsement of any particular investment strategy or service.  You must make an independent decision regarding investments or strategies mentioned throughout the website. Before acting on information in this website, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from a financial or investment adviser.

    ​

    Investment advice offered through Copia Wealth Management Advisors, Inc.
    Copia Wealth Management Advisors, Inc. is a registered investment adviser.

     

    CA LIC #0C71264, #0G81294

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    Copyright 2022 © Elisabeth Dawson. All Rights Reserved.