Skip to main content

  •  Tel: 949-364-2602
  •  Toll Free: 888-424-0071
  •  Fax: 949-361-9493

  • Home
  • About
    • Our Philosophy
    • Our Team
  • Services
    • Retirement Planning
    • Financial Consulting
    • Insurance Planning
    • Estate Planning
    • Tax Planning
  • Resources
    • Retirement News
    • Community Events
    • Workshops
  • Blog
  • Contact

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

  Previous   Next

    You are here

  1. Home
  2. Blog

Blog

Top 5 Things 20-Somethings Need to Do

Submitted by Wale Advisory Group on January 29th, 2019

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect.

Tags:
  • If you’re in your 20s, rejoice!
  • Read more

Video: Helpful Life Insurance Advice You Can Use

Submitted by Wale Advisory Group on December 4th, 2017

Life insurance can be an ultimate security blanket, but how do you know if you’re buying it for the right reasons and from the right person?

 

Will Retirement Investors Tolerate the Next Big Downturn? The Case for Fixed Indexed Annuities

Submitted by Wale Advisory Group on December 4th, 2017

No one can predict with any degree of certainty when the next market correction or bear market will occur, or how long it will last. What we do know is that, at eight years and counting, the current bull market has lasted twice as long as the average bull market.

Tags:
  • Next Big Downturn?
  • Read more

How to Keep Your Life Insurance Costs Down

Submitted by Wale Advisory Group on October 24th, 2016

With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll see.  Still, in these cash-strapped times, curbing all costs and expenses is a priority for most people, and buying life insurance is no different.

  • Read more

When Filing for a Tax Extension Makes Sense

Submitted by Wale Advisory Group on October 17th, 2016

The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you know you can always count on a few specific dates. It’s reassuring. One such day is Tax Day, AKA April 15. Yet, unlike a birthday this looming deadline tends to sneak up on you in the least enjoyable way.

  • Read more

Leave your Legacy through Planned Giving

Submitted by Wale Advisory Group on October 10th, 2016

There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And unlike the Ancient Egyptians believed, you cannot take your worldly goods with you when your light goes out. You can share your stories wisdom in a manifesto or through funny tales to your family, but what about the money?

  • Read more

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

Submitted by Wale Advisory Group on October 3rd, 2016

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business.

  • Read more

Your Auto Insurance Doesn’t Cover Your Biggest Risk

Submitted by Wale Advisory Group on September 12th, 2016

Most people are quick to purchase the maximum collision and comprehensive coverage available to protect their new car.  However, the costs associated with fixing or replacing even the most exotic car pale in comparison to the amount of money people will shell out to pay liability claims.

  • Read more

Personal Loans and Credit Card Payoffs - What You Need To Know

Submitted by Wale Advisory Group on September 2nd, 2016

With credit card interest rates ranging between 11 to 22%, it’s no wonder people are looking for alternative ways to handle and pay off their credit card debt. This is where a personal loan might come into play. Using a personal loan to pay off your credit card debt can help you manage your overall debt once and for all… if you know how to navigate the pitfalls.

  • Read more

Will It to be So: Things to Consider for a Strong Will

Submitted by Wale Advisory Group on August 30th, 2016

Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately conjures up all sorts of emotions because, let’s be honest, the absence of being IS emotional. But, death is also cause for practicality.

  • Read more
  • 1
  • 2
  • 3
  • next ›
  • last »

Categories

  • If you’re in your 20s, rejoice! (1)
  • Investing (1)
  • Next Big Downturn? (1)

Archived Blog

  • January 2019 (1)
  • December 2017 (2)
  • October 2016 (4)
  • September 2016 (2)
  • August 2016 (4)
  • July 2016 (1)
  • June 2016 (1)
  • May 2016 (1)
  • August 2013 (1)
  • July 2013 (2)
  • June 2013 (3)
  • May 2013 (1)

Tell a Friend

cover booket.jpg

10 Things to Know About Planning
Your Retirement Income ebooklet

 

We are proud active members of:

NAIFA-Logo.png  NEA_logo.png  

5860 Owens Ave. Suite 230
Carlsbad, California
92008 United States

  •  Tel: 949-364-2602
  •  Toll Free: 888-424-0071
  •  Fax: 949-361-9493
  •  jw@waleag.com

 

Wale Advisory Group nor any of their agents or representatives give tax, legal or investment advice. Legal advice is provided by board-certified estate planning attorneys.  Investment advice is provided by a Certified Financial Planner, which is one of our advisory partners. The information here is a summary of our understanding of current tax laws as they relate to insurance products. Please consult a qualified advisor for these matters.

Our advisor's partners have no affiliation with Wale Advisory Group.

© 2023 Wale Advisory Group Inc. dba Wale Insurance & Financial Services. All rights reserved.