Tag Archives: Lifestyle

8 Ways to Save on a Tight Budget

By Nancy Mann Jackson With Aries Jimenez Read on Bankrate.com If you have little cash left over at the end of each month, it may feel like saving money is out of your reach. But it’s not true. Even if the … Continue reading

Posted in Personal Finance | Tagged ,

Veterans Village of San Diego, “Leave No One Behind”

By Cory Schmelzer To those whom much is given, much is also required. As a Wealth Manager in San Diego, my job is to assist individuals, families and small businesses in making sound financial decisions for their futures.  However, giving … Continue reading

Posted in Wealth Distribution | 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 , ,

Part 4: Lifestyle – The Top 6 Things to Consider Planning Retirement

This week, San Diego Wealth Management will be exploring the question of “How Much Do I Need to Save in order to retire?” in a series of blog posts. Many Americans realize the importance of saving for retirement, but knowing … Continue reading

Posted in Retirement | Tagged