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Managing Expenses in a Recession

Shoal Creek Pedestrian Bridge

In the Media

San Diego Union Tribune

After long span, a footbridge

For eight years, Troy Daum has led a community campaign to get a pedestrian bridge built across Ted Williams Parkway so children from his Carmel Mountain Ranch neighborhood can get to and from school in safety…

Financial Advisor Magazine

The Coming Retirement Wave

“People are now looking at 20 to 30 years of retirement,” says Troy Daum, founder of Wealth Analytics, a San Diego-based financial planning firm…

Archived Articles:

“If you’re interested in heading north for retirement, it’s important to think through the implications the decision can bring. “Many Americans assume that moving to Canada is easy and that there’s a special pathway for Americans, since our two countries are so closely connected,” says Cori Carl, author of “Moving to Canada: A Complete Guide to Immigrating to Canada Without an Attorney,” who lives in Toronto, Ontario. “However, that’s not the case. There’s no simple way for Americans to retire in Canada.”
” When thinking of retirement, do you worry about how you will draw a paycheck from your nest egg? People who dread the sound of retirement feel that way because they haven’t properly planned for it. Your Insiders’ Guide to Retirement co-written by financial mentor and principal at Wealth Analytics Jeff Poole, RIA provides an eye-opening guide for future retirees. Wealth management plans mean more than just putting money away each month…”

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