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Nima Helmi

Why see a financial adviser?

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TEMECULA – Investing for your future is important, but it can be challenging. How can you navigate the complexities of the financial markets and...

Financial Focus: Consider these year-end financial moves

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TEMECULA - It won’t be long before we turn the page on 2023. But you still have time to make some financial moves that...

Avoid these investment mistakes

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TEMECULA – Everyone makes mistakes in many areas of life. These mistakes are usually fairly harmless – we took a wrong turn while driving,...

Take steps to prepare for a long retirement

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How long will you live? Of course, your longevity is somewhat unpredictable. But it may be a good idea to plan for a long...

CDs can be part of your investment strategy

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In the financial world, stocks and stock-based mutual funds often get a lot of attention. And deservedly so, because they often form the core...

Financial focus: Do you have enough emergency savings?

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TEMECULA – Many people would agree that preparation is the key to success in many areas of life. Yet, when it comes to being...

Edward Jones offers investment ideas for business owners

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TEMECULA – By definition, business owners put a lot of their financial resources into their enterprises. But as an owner, you may need to...
Nima Helmi

Worried about inflation? Consider these moves

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TEMECULA – As you know, inflation was big news throughout 2022. But will it continue in 2023? And looking even further ahead, how should...
Nima Helmi

Time for New Year’s financial resolutions

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It’s that time of year when many of us promise ourselves we’ll go to the gym more or learn a new language. But when...
Nima Helmi

Here’s your ‘recession survival’ checklist

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It’s unfortunate, but recessions are a fairly normal part of the economic landscape. When a recession occurs, how might you be affected? The answer...