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What are Mortgage Points and How Do They Work? Explained

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By | April 11th, 2019|Blog, Proactive Wealth Process|0 Comments

What is the Best Age to Start Collecting Social Security Benefits

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By | April 9th, 2019|Blog, Financial Planning|0 Comments

Passive Income Ideas for Retirement

There are several ways that you can make passive income for retirement. Typically, passive income is earnings derived with little of no effort on the part of the person receiving it. However, there can be upfront time and or money commitments before you start reaping the benefits. Some of the more popular types of passive [...]

By | December 18th, 2018|Financial Planning, Investing|0 Comments

How to Prevent from Getting Scammed

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By | December 11th, 2018|Financial Planning|0 Comments

Interview with Rebecca Ealy, Certified Mortgage Planner and Living Donor

We had the honor of interviewing Rebecca Ealy. A Certified Mortgage Planning Specialist, dynamic woman and more importantly an amazing human being. Rebecca is a big advocate for "Living Donor", an incredible way to give the ultimate gift and save a life. We talk about: Her experience donating one of her kidneys 12:01 Empty Nester [...]

By | November 13th, 2018|Blog, Videos|0 Comments

Working While Collecting Social Security Benefits

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By | October 25th, 2018|Blog, Financial Planning, Videos|0 Comments

Small Business Community Impact Award | WWM Financial

Click on the image above for video. Presented by the Carlsbad Chamber of Commerce, the 2018 Small Business Awards recognize the leaders in the Carlsbad business community. Small Business Community Impact Award - Given to a business that has created a measurable impact on the community and integrated its charitable activities into its operations. Winner: [...]

By | October 23rd, 2018|Blog, Community Events, WWM Events|0 Comments