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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...
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...