Tag Archives: Family

7 Financial Moves to Make Before Your First Child

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

Posted in Personal Finance | Tagged ,

The History of Happiness

Hasn’t happiness always been the goal of every culture? This article discusses the the historical evolution of our happiness culture. Continue reading

Posted in Personal Finance | Tagged

Family Legacy

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.

Posted in Wealth Distribution | Tagged ,

Who are your Beneficiaries?

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

Posted in Wealth Distribution | Tagged ,

Who Should Be My Executor or Successor Trustee?

Once you have made the decision to create a Trust, the next question is often, “Who should be my Trustee?” Continue reading

Posted in Wealth Distribution | Tagged , ,

What’s the State of Your Estate?

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

Posted in Wealth Distribution | Tagged ,

Poinsettia Bowl 2014

The San Diego Wealth Management Team at the Poinsettia Bowl. Midshipmen 17-Aztecs 16 Aries Jimenez, Jim Riley. Cory Schmelzer, and Danielle Lindsay.

Posted in Entrepreneurship | Tagged

The 4 Steps To Keep Your Money from Slipping Away

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

Posted in Personal Finance | Tagged ,

A Favorite Article – Aries Jimenez

by Aries Jimenez Recently, I read “Life Planning: Creator of Entrepreneurial Endeavor” by George Kinder, in the Journal of Financial Planning.  I was so inspired by the short article (see below), that I purchased two of his books “Life Planning … Continue reading

Posted in Entrepreneurship | Tagged , ,

Single Parents: Saving for College or Retirement?

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

Posted in Retirement | Tagged , ,