Nautica Wealth Advisors
Category
General Information
Locality: San Diego, California
Phone: +1 858-256-7020
Address: 11440 West Bernardo Court, Suite 290 92127 San Diego, CA, US
Website: www.nauticawealthadvisors.com
Likes: 35
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Fact: Depending on the size of the company and number of employees, there are many different methods to save for retirement. Get started today by exploring these retirement plans: https://hubs.ly/H0NXhDz0
Why work with a financial advisor? Financial planning can help you plan for the futureand protect what's important to you. #FinancialAdvisorDay See how: https://hubs.la/H0L143-0
Is a Roth IRA or Traditional IRA best for you? Get familiar with the pros and cons of these retirement accounts to best understand the differences between the two: https://hubs.la/H0L143Z0
Here's a little motivation for your week.
No estate plan is complete without a "letter of instruction" that gives your family or beneficiaries the information they need to settle your affairs. Learn more: https://bit.ly/2So8Bl6
Are you saving enough for retirement? Use this calculator to help answer that question: https://hubs.la/H0L14WG0
Don't forget! TODAY is the deadline to file your individual taxes for 2020.
Fact: It is important to own insurance that will allow your #smallbusiness to run if you are unable to actively participate in its daily operations. Learn more: https://bit.ly/3oLP2iH
Looking for tax-free growth potential and tax-free withdrawals in retirement? See how converting to a Roth IRA may be able to help you achieve both: https://hubs.la/H0L14s00
#MarketSignalsPodcast: LPL Research discusses why they think another very solid earnings season is on the horizon. Watch the full video: https://hubs.la/H0L14sg0
In an already uncertain and anxious moment for the markets, the election introduces a significant variable. Join us for a webinar TODAY at 3 p.m. CT to go over what investors should do to prepare no matter the outcome. http://ow.ly/2vyA30rha31
How could the outcome of the November 3 election affect your financial plan, retirement plan, and the economy as a whole? We cover it here: http://ow.ly/PqVL30rh9Zf
Many wonder what the financial implications of November 3 might be for our country and our personal investing and retirement plans. Our Elections and Investments webinar engages these crucial questions: How could the markets react to the election? Do markets prefer a blue or red wave? What regulatory reforms could a new administration bring?... What will the future of Social Security look like? What might a change in D.C. mean for tax policy? Join us Thursday, October 29, at 3 p.m. CT. Save your spot here: http://ow.ly/HpeO30rh3bL See more
Want to see what it looks like to finally show significant recovery from the virus? Look at China the road is long and nowhere near straight. Let’s look at how recovery might go for the U.S. : http://ow.ly/TgBM30rh3bu
Are you a saver or a spender? Are you worried about money even though you’re comfortable financially? What’s the bill you must pay to be able to sleep at night? Read here to see how your family history left its stamp on your financial habits: http://ow.ly/9CvK30rfOK8
How could the outcome of the presidential election affect the markets? How has it happened in the past? Get insight into Washington and Wall Street: http://ow.ly/9xXj30rfOK1
2020 comes with questions. What will the long-term effects of the economic shutdown look like? How will the election affect this? How do we recover? Join us for our Quarterly Market Outlook to look at the end of a year like no other. We will cover: How an unprecedented year has left the markets How volatility affects investor behavior Macroeconomic trends and volatility in 2020... And much more! Sign up to join us TODAY at 3 p.m. CT: http://ow.ly/jqfr30rfOJu See more
Elections are emotional so is money. How could the outcome of November 3 affect your financial plan? We cover it here: http://ow.ly/rbb230rfOIM
This strange year has left us all disoriented, and the questions outnumber the answers. Join us for our Quarterly Market Outlook on Thursday, October 22, at 3 p.m., to discuss what the final quarter might look like: http://ow.ly/9Mwa30rfOCy
Spent your stimulus check yet? Hobbies, books and music sales show gains as Americans invest in normal life. But long-term recovery will take medical and financial innovation http://ow.ly/nVAC30rfOyh
Let’s look at some common characteristics of online financial scams and how you can protect yourself, your family and your business from fraud. We dive into: How scammers work in the digital world Specific schemes at play during COVID-19 How to protect yourself online through simple habits and more elaborate defenses ... Learn how to protect your accounts: See more
Have you reviewed your estate plan as 2020 comes to a close? Some of the rules and coordinates have changed. Join us TODAY at 2 p.m. CT. for our webinar Estate Planning in 2020 to make sure your legacy is on track. We’ll explore: http://ow.ly/iYqC30reUXJ Changes to the federal estate tax exemption and other tax details How to build flexibility into your estate plan How to start a confident legacy plan, no matter your level of wealth ... And much more! Register here: See more
We all can agree that 2020 has been strange. Our perspective hasn’t been shifted it’s been sucker-punched, forcing us to look at ourselves and our lifestyles like never before. Can we use this disruption to our normal routines to learn more about ourselves? Read Thanks, Granny: Money Quirks (Good or Bad) Can Be Inherited by Erin Wood, Vice President of Wealth Planning with our partners at Carson, to see how your life story affects your money story. http://ow.ly/m03q30reUxo
Mom was a spender, dad was a saver we all have these memories and stories in our lives. How does that narrative shape your financial habits and perspectives? Read about it here: http://ow.ly/OEMG30reV0M
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