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Secure Act 2.0 Made Some Big Changes to Retirement Planning

| February 5, 2023 | 0 Comments

At almost the last minute of 2022, President Biden signed the Secure Act 2.0. It made a lot of big and small changes to financial planning over the next few years. Here are some of the highlights that go into effect in 2023 and 2024.   Changes to Required Minimum Distributions (RMDs). Probably the biggest, […]

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Looking Forward to a New Year

| January 10, 2023 | 0 Comments

As 2022 winds down and we start thinking about how to work off the pecan pie and holiday celebrations, folks often naturally wonder what the new year has in store. For most of us, this feeling will be particularly acute as we open our brokerage statements in January. 2022 has been one for the record […]

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Annual ‘Share the Love’ Food Truck Event

| December 3, 2022 | 0 Comments
Annual ‘Share the Love’ Food Truck Event

Making its return from 11 a.m. to 2 p.m., Wednesday, December 7 is the popular “Share the Love” event, hosted by Kearny Mesa Subaru and Meals on Wheels San Diego County. This free event is open to the public and brings together some of San Diego’s best food truck eats, all in support of local […]

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Do You Use Venmo?

| December 3, 2022 | 0 Comments

Earlier this year, I took a trip with some friends. We did some sightseeing, went to some fantastic restaurants, and overall had a great time together. As we travelled, it was easier for one of us to pick up the bill for dinner or the hotel than to split it on four credit cards or […]

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It’s Open Enrollment Time for Medicare

| November 5, 2022 | 0 Comments

Every year, those enrolled in Medicare can switch their insurance coverage. Whether you have Original Medicare with a Medicare Supplement (“Medigap”) and a prescription drug policy or Medicare Advantage, this is when you can review your policy and possibly make a change. This annual Open Enrollment period lasts from October 15 through December 7 each […]

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2nd Annual Cocktails for a Cause

| September 5, 2022 | 0 Comments
2nd Annual Cocktails for a Cause

A Tribute to the Roaring 20’s The Positive Movement Foundation, a local non-profit committed to supporting and empowering underserved and at-risk children and youth backed by Dan Fulkerson, Channel 933’s Geena the Latina, Alex Soria Rojas, Hailey Waitt, Omid Sabet and Erick Diaz, is thrilled to announce their 2nd Annual Cocktails for a Cause: A Tribute […]

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No on Measure ‘C’

| September 5, 2022 | 0 Comments

By Lisa Mortensen  Measure ‘C’ will be on the ballot in November.  It will allow the lifting of the decades’ long height restriction in the Midway District.  If this restriction is lifted, then City Hall has basically allowed for a wholesale lifting of all building regulations; allowing for-profit developers to build high rises extending downtown […]

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What to Look for in your Annual Life Insurance Review

| September 5, 2022 | 0 Comments

Seriously, when is the last time you reviewed your life insurance? I don’t mean the letter you get (and probably throw away) from your insurance agent every year asking if you need more. I mean really sitting down and thinking about the life insurance you have, why you have it and what you are paying […]

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Multi-Arts Programs Receive Funding for Summer Camps

| September 5, 2022 | 0 Comments
Multi-Arts Programs Receive Funding for Summer Camps

This past summer the San Diego Foundation awarded the VAPA Foundation $900,000 to deliver an enriching expanded learning program for San Diego Unified School District (SDUSD) students as part of Level Up San Diego Summer 2022. As part of the award, the VAPA Foundation hired local arts organizations to offer summer camps at 12 schools […]

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“I Did It” – The Story of Gina Champion-Cain

| September 5, 2022 | 0 Comments
“I Did It” – The Story of Gina Champion-Cain

For those of us who knew Gina Champion-Cain, a Mission Hills resident, and the owner of numerous San Diego restaurants, two local markets and vacation properties, it’s still difficult to understand what motivated her to earn the title as the “mastermind behind the largest woman-led Ponzi scheme in US history—$400 million, plus or minus.” To […]

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