Tag Archives: Saving

Introducing Riskalyze

How Riskalyze can help you. Continue reading

Posted in Personal Finance, Wealth Distribution | Tagged , ,

Is Real Estate Really the Best Investment?

Last decade’s housing bubble is becoming a distant memory. Mortgage rates are near historic lows, interest-only loans are back and everyone loves real estate as an investment again. Continue reading

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They Said What?!

Unbelievable Money One-Liners Retirement Planners Have Heard By Marisa Torrieri with Cory Schmelzer Read on Learnvest It could happen at the coffee shop or in the produce aisle at the grocery store. There you are, minding your own business, when … Continue reading

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Warren Buffett’s Two Tips on Building Successful Businesses – Pass Them Along

Passing it to you… This is one of my favorite articles on Warren Buffett.  I hope that you enjoy it as much as I did. Cory Schmelzer By Laura Rittenhouse Read on Forbes CEO Warren Buffett’s recipe for business and life … Continue reading

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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 , ,

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

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Should I save first, or pay off debt first?

by Cory Schmelzer San Diego Wealth Management This is the “Which comes first, the chicken or the egg?” question for the financial services industry.  Whichever way you answer, you’re right… and wrong. 

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