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Locality: La Jolla

Phone: +1 858-251-4545



Address: 7825 Fay Ave., Suite 200 92037 La Jolla, CA, US

Website: serenityfinancialplanning.com

Likes: 134

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Serenity Financial Planning 12.11.2020

Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments

Serenity Financial Planning 09.11.2020

Where there's a will there's a way. Don't leave your estate unattendedupdate your documents.

Serenity Financial Planning 02.11.2020

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Serenity Financial Planning 30.10.2020

Worried that inflation may rise in the years ahead? You’re not alone. #TIPS

Serenity Financial Planning 22.10.2020

A will is a powerful tool for distributing assets, but most people don’t have one. Is your up to date?

Serenity Financial Planning 20.10.2020

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

Serenity Financial Planning 07.10.2020

Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams

Serenity Financial Planning 28.09.2020

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Serenity Financial Planning 13.09.2020

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

Serenity Financial Planning 29.08.2020

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance

Serenity Financial Planning 20.08.2020

In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.

Serenity Financial Planning 31.07.2020

[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy

Serenity Financial Planning 13.07.2020

Annuities: One option for retirement-minded individuals.