Serenity Financial Planning
Category
General Information
Locality: La Jolla
Phone: +1 858-251-4545
Address: 7825 Fay Ave., Suite 200 92037 La Jolla, CA, US
Website: serenityfinancialplanning.com
Likes: 134
Reviews
Facebook Blog
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
Where there's a will there's a way. Don't leave your estate unattendedupdate your documents.
Investors should understand the ways in which financial professionals are compensated for the services they provide.
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
A will is a powerful tool for distributing assets, but most people don’t have one. Is your up to date?
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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.
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
Annuities: One option for retirement-minded individuals.
Popular Listings
Citibank
3191 Mowry Ave 94538 Fremont, CA, US
+1 510-248-4596
Loan service, Investing service
Citibank
2950 Treat Blvd 94518 Concord, CA, US
+1 925-421-2137
Loan service, Investing service
Tax Freedom Services
12040 Paramount Blvd, Suite #3 90242 Downey, CA, US
+1 562-249-7149
Tax preparation service, Investing service