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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

How to Vet Investments

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By | October 16th, 2018|Investing, Videos|0 Comments

What’s The Difference Between Load and No Load Mutual Funds?

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By | September 13th, 2018|Investing|0 Comments

What is a Mutual Fund?

By | September 6th, 2018|Investing|0 Comments

What is a REIT?

The Savvy Minute: What is a REIT? Today's tip will cover "What is a Real Estate Investment Trust?" To watch this video click on the image above.

By | August 10th, 2018|Blog, Investing|0 Comments

Financial Planner vs Financial Advisor

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By | June 26th, 2018|Blog, Financial Planning, Investing|0 Comments

“Forget Johny Rivers, Just Make a Plan Stan”

If you would like to watch the video of Steve's reading of this poem you can click on the image above or the following link. https://youtu.be/tioccVNXI5s I heard this great little kids song called, “Planning Ahead” by the Lolliwinks.   Ok, so my taste in music is a little unorthodox, but hey, so is financial poetry. [...]

By | June 12th, 2018|Blog, Certified Financial Poetry|0 Comments

Buy or Lease?

Click on the image above or the following link https://youtu.be/doBr9tjZrWc to watch the video.

By | June 12th, 2018|Blog, Financial Planning|0 Comments