Tag Archives: Family
Read on MoneyRates.com by Maryalene LaPonsie with Cory Schmelzer Having your first child is a welcomed milestone for many parents, but the price tag of parenthood could be overwhelming for some. Recent figures from the U.S. Department of Agriculture says … Continue reading
Hasn’t happiness always been the goal of every culture? This article discusses the the historical evolution of our happiness culture. Continue reading
By Cory Schmelzer Civic leader Martin Dickinson (pictured with his wife, Carol) heads the Donald C. And Elizabeth M. Dickinson Foundation, which has made significant contributions to USD’s Hahn School of Nursing and Health Science.
By Cory Schmelzer February is a great time to pull out your will, insurance policies, and retirement accounts and be sure that the Beneficiaries that you have listed are still correct. This comes into play if there have been changes in … Continue reading
Once you have made the decision to create a Trust, the next question is often, “Who should be my Trustee?” Continue reading
by Cory Schmelzer Have you thought through will happen to your estate when you’re gone? How long will it take for your heirs to receive what you’ve left them? Will it go the way that you planned? You’re probably thinking, … Continue reading
The San Diego Wealth Management Team at the Poinsettia Bowl. Midshipmen 17-Aztecs 16 Aries Jimenez, Jim Riley. Cory Schmelzer, and Danielle Lindsay.
by Cory Schmelzer San Diego Wealth Management As with almost all financial matters, and most things in life, the easiest way to be successful in handling your budget is to develop a system. For instance, I teach my son to remember … Continue reading
by Cory Schmelzer San Diego Wealth Management Modern families have every structure imaginable. However, single parenthood is definitely on the rise. In 2013, over 25% of all U.S. households fell into the category of “Single-Mom” families, and another 6% were considered … Continue reading