Pacific Wealth Management supports National Multiple Sclerosis Society

July 22, 2011

Today Pacific Wealth Management proudly announces a new association with the Pacific South Coast Chapter of the National Multiple Sclerosis Society http://www.MSpacific.org. The Society provides much needed research and services to people living with MS in Orange, San Diego and Imperial counties. We have agreed to be the title sponsor of the 25th Anniversary MS [...]

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Financial Self-Defense continued

July 18, 2011

A 2009 survey of CERTIFIED FINANCIAL PLANNER™ professionals found that 60% of respondents knew a consumer who had experienced fraud or abuse at the hands of another advisor and the most likely targets of financial fraud or abuse were senior citizens, aged 61-75. (According to the Elder Financial Planning Network, seniors have lost $2.6 billion [...]

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Financial Self-Defense continued

July 11, 2011

A 2009 survey of CERTIFIED FINANCIAL PLANNER™ professionals found that 60% of respondents knew a consumer who had experienced fraud or abuse at the hands of another advisor and the most likely targets of financial fraud or abuse were senior citizens, aged 61-75. (According to the Elder Financial Planning Network, seniors have lost $2.6 billion [...]

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Financial Self-Defense

July 6, 2011

A 2009 survey of CERTIFIED FINANCIAL PLANNER™ professionals found that 60% of respondents knew a consumer who had experienced fraud or abuse at the hands of another advisor and the most likely targets of financial fraud or abuse were senior citizens, aged 61-75. (According to the Elder Financial Planning Network, seniors have lost $2.6 billion [...]

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Happy 4th of July!

June 30, 2011

Happy 4th of July! With the 4th of July upon us, we hope you are doing well and able to enjoy a relaxing holiday with family and friends.  It’s in these tempestuous times, with the political rancor seemingly escalating by the day, that we all should take time to put everything into perspective. Nobody does [...]

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Service Is the Source of Success for Wealth Management Firms

June 20, 2011

Pacific Wealth Management was featured in the following article published by the  San Diego Business Journal on June 13, 2011 FINANCE: Trust, Communication Are Vital Components By Julie Gallant Whether it’s in the form of new hires, expanded offices or increases in assets managed, large and small companies on the San Diego Business Journal’s Wealth [...]

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Prepare for Hurricanes, Disasters by Safeguarding Tax Records

June 1, 2011

The 2011 hurricane season starts today, and the Internal Revenue Service encourages individuals and businesses to safeguard themselves against natural disasters by taking a few simple steps. 1). Create a Backup Set of Records Electronically Taxpayers should keep a set of backup records in a safe place. The backup should be stored away from the [...]

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Helping Baby Boomers Keep their Inheritance

May 5, 2011

Financially secure retirement will soon become reality to millions of baby boomers. Those born between 1946 and 1964 have begun to receive the largest transfer of wealth in history, and will soon inherit $8.4 trillion more, largely from their parents. For most baby boomers, this wealth transfer will represent the largest windfall in their lives. [...]

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