More than 30 Years in
Business in San Diego
KOGO News Radio 600

How to Wreck Your Retirement

According to the Department of Health and Human Services, at least 70 percent of people over 65 will eventually need long-term care, either at
home or in a nursing home, and that can be very expensive. The average stay for a woman entering a nursing home is almost four years; if she’s in a semiprivate room, that cost in San Diego is about $375,000. For married couples, the chances that one spouse will need long-term care rises to 91 percent.


read more

Aubrey Morrow: Strategies for a Secured Retirement Income

You have saved for many years and now looking forward to a great retirement.

We financial planners constantly talk about the need to save for retirement. Max out all available retirement account & invest personally, and one day, when you are ready to retire, that portfolio will become income for you. Some pre-retirement points to consider


read more

A Fresh Look on Finances with Aubrey Morrow : How much EXTRA did you pay in taxes on April 15?

Anyone interested in making MORE money? One way is to only pay your “fair share” of income taxes! So — how much did you pay in 2014?


read more

A Fresh Look at Finances: Trees Do Not Grow to the Sky

What do the stock market, trees and escalators have in common? Only two have gone up since 2009. This year should be OK (but it won’t last forever).


read more

Time for a Second Opinion on your Investment Portfolio?

Most people request a second opinion before surgery; you might want also to get a second opinion on the health of your investments. Is your portfolio properly diversified?


read more

Tax Tips

“Over and over again courts have said that there is nothing sinister in so arranging one`s affairs as to keep taxes as low as possible. Everybody does so, rich or poor and all do rights, for nobody owes any public duty to pay more than the law demands:taxes are enforced exactions, not voluntary contributions.”
Judge Learned Hand


read more