What Will Your Retirement Income Really Look Like?
Hi, I’m Elisabeth Dawson—and after working with clients for over 27 years, I can confidently say the biggest concern I hear is this: “Will I
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Retirement
The Wealth Recovery Account: A Smarter Way to Build Financial Security
What is a Wealth Recovery Account (WRA)? As a financial advisor, I’m always looking for smarter ways to help my clients take control of their
How Rising Living Costs Impact Your Retirement Plan
As living costs continue to rise, retirees face new challenges that extend far beyond simply saving money. It’s not enough to just contribute to a
5 Must-Have Strategies for a Stress-Free Retirement in San Diego
Retirement should be a time of joy, fulfillment, and financial peace—not stress and uncertainty. With over 26 years of experience helping individuals in San Diego
Unlocking the Power of Cash-Value Life Insurance: A Tool for Tax-Free Income in Retirement
As someone who has spent over 26 years in the financial advising industry, I’ve seen firsthand how essential it is to have a well-rounded retirement
The Role of Social Security in Managing Retirement Risks
Retirement is one of the most significant milestones in life, but it also comes with its own set of financial challenges. As someone who’s worked
