Tag: Nima Helmi
Why see a financial adviser?
TEMECULA – Investing for your future is important, but it can be challenging. How can you navigate the complexities of the financial markets and...
New Year’s financial resolutions
Now that we’ve reached 2024, you might be thinking about your goals and hopes for the new year. But in addition to whatever personal...
Financial Focus: Consider these year-end financial moves
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
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
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
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?
TEMECULA – Many people would agree that preparation is the key to success in many areas of life. Yet, when it comes to being...
Here’s your ‘recession survival’ checklist
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...