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Financial & Retirement Insights

Understanding the Estate Planning Process

Understanding the Estate Planning Process

Financial Planning

A...

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5 Modifications to Make to Your Finances After Buying a Home

5 Modifications to Make to Your Finances After Buying a Home

Personal Finance, Real Estate

Buying a home...

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Market Volatility Can Stir Your Loss Aversion

Market Volatility Can Stir Your Loss Aversion

Financial Planning, Investments

At the...

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Eleven Smart Moves to Make Your Money Last in Retirement

Eleven Smart Moves to Make Your Money Last in Retirement

Financial Planning, Retirement

At Western...

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Tips for Talking to Your Kids About Your Finances

Tips for Talking to Your Kids About Your Finances

Financial Planning, Retirement

Communicating...

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8 Point Year-End Financial Planning Checklist

8 Point Year-End Financial Planning Checklist

Financial Planning

The end of...

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How a Financial Plan Helps You Endure Market Volatility

How a Financial Plan Helps You Endure Market Volatility

Financial Planning, Investments, Retirement

Your...

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Five Financial Mistakes You Should Avoid

Five Financial Mistakes You Should Avoid

Financial Planning, Investments

These simple...

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6 Hidden Costs of Homeownership

6 Hidden Costs of Homeownership

Financial Planning, Real Estate

Homeownership...

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Millennials and Retirement: How Do You Stack Up?

Millennials and Retirement: How Do You Stack Up?

Financial Planning, Investments, Retirement

Retirement:...

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Understanding the Roth 401(k) vs. Traditional

Understanding the Roth 401(k) vs. Traditional

Financial Planning, Retirement

It just might...

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Traditional IRAs versus Roth IRAs

Traditional IRAs versus Roth IRAs

Financial Planning, Retirement

Understanding...

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Western Financial Corporation is a multi-generational SEC-registered investment adviser headquartered in San Diego, California.

Western provides a wide array of wealth management services tailored specifically to your individual needs.

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Western Financial Corporation
600 “B” Street, Suite 2204
San Diego, CA 92101

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(619) 544-0260

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