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Why This Question Comes Up So Often in San Diego Living and working in San
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Featured Posts
The 3 Retirement Risks That Matter Most for San Diego Retirees
Why I Frame Retirement Risk Differently in San Diego When people think about retirement risk,
Why Term Insurance is the Greatest Lost Opportunity Cost
When I sit down with families, one of the most common phrases I hear is:
The Retirement Confidence Gap: Why San Diego Pre-Retirees Are Seeking Clarity, Not Just Returns
When Big Portfolios Don’t Equal Peace of Mind Hi, I’m Elisabeth Dawson—CEO of Copia Wealth
Second Career or Slow Down? How to Plan for a Retirement That Reflects You
Forget the Rules—Retirement Should Reflect You Hi, I’m Elisabeth Dawson, and I firmly believe retirement
What Should I Do With My 401(k) if I Was Just Laid Off in San Diego?
First, Take a Deep Breath – You’re Not Alone If you live in San Diego
Retirement Planning in San Diego: Why a Clear Vision Is More Powerful Than a Big Portfolio
The Myth of “More Money Means More Security” Hi, I’m Elisabeth Dawson—CEO of Copia Wealth
What Is a Retirement Income for Life Blueprint? And Why You Need One
Hi, I’m Elisabeth Dawson, and over the past 27 years as a financial advisor, I’ve
Are You Income-Ready? 4 Questions Every Near-Retiree Should Answer Today
Hi, I’m Elisabeth Dawson—and if you’re nearing retirement, I have one important question for you:
3 Common Retirement Income Mistakes—and How to Avoid Them
Hi, I’m Elisabeth Dawson. After more than 26 years of helping people design their retirement
The Most Overlooked Part of Retirement Planning: Your Income Strategy
Hi, I’m Elisabeth Dawson. After spending over two decades helping people design their ideal retirements,