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Learning

Should you wish to learn more about various financial planning topics we have assembled a library of videos, presentations and articles to help you get more familiar with a certain topic you may be interested in. Of course this does not take the place of speaking to us about your personal situation, but it does allow you to learn about different topics that may be of interest to you. Click on a topic below for more information or feel free to contact us directly at 619-546-6160 or Marci@BairFinancialPlanning.com for a complimentary, no obligation consultation.

Diversification

Diversification and asset allocation are approaches to help manage investment risk.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Money

Managing your money involves more than simply making and following a budget.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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