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Financial & Retirement Insights

Five Lessons To Remember During Bear Markets

Five Lessons To Remember During Bear Markets

Investments, Retirement

The stock...

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The Forward 12-Month P/E is a Good Barometer

The Forward 12-Month P/E is a Good Barometer

Investments

The S&P...

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Understanding the Estate Planning Process

Understanding the Estate Planning Process

Financial Planning

A...

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Should You Invest All at Once or Over Time?

Should You Invest All at Once or Over Time?

Investments

With markets...

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How Do You Know if Your Assets are Diversified?

How Do You Know if Your Assets are Diversified?

Investments

Using...

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Countdown to Retirement: Strategies for Saving in Your 50s

Countdown to Retirement: Strategies for Saving in Your 50s

Retirement

Many retirees...

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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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Positioning a Portfolio for Additional Rate Hikes

Positioning a Portfolio for Additional Rate Hikes

Investments

What counts...

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Cash Balance Plan Checklist

Cash Balance Plan Checklist

401k, Retirement

Cash Balance...

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401(k): Preferred Choice for Retirement Savings

401(k): Preferred Choice for Retirement Savings

401k, Retirement

An attractive...

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Retirement Strategies for Millennials

Retirement Strategies for Millennials

Investments, Retirement

Retirement...

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The 8 Exit Strategies for Business Owners

The 8 Exit Strategies for Business Owners

Personal Finance, Retirement

Are you a...

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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
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San Diego, CA 92101

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