What Happens to The Market if the Election is Contested?
It’s possible we could have another contested election result and won’t know a winner for a while. What happened to the market last time that happened...
Retirement and Money Matters
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About
Planning for retirement is not a “one size fits all” process. We all have different needs and goals and it’s important to work with an advisor who understands ours. John Dubots has spent nearly 30 years serving the people of the Inland Empire and the High Desert. As a fiduciary, his #1 priority is the financial success of his clients. John’s goal is to help clarify the confusing aspects of retirement and to paint you a clear picture of your pre- and post-retirement planning.
Should You Stress Test Your Portfolio?
CNN says Joe Biden wants to change 401(k) plans to give low-income earners a bigger tax break. That sounds good, but the change would be at the expen...
The Election Doesn't Matter - YOUR MONEY DOES!
Earlier this week we had the first Presidential debate of 2020. Needless to say, it seemed to follow suit with the theme of 2020 - chaotic and at time...
What Would You Sacrifice to be able to Retire 10 Years Earlier?
What would you be willing to sacrifice in exchange for retiring ten years sooner than planned? According to a new Finance-Buzz survey, a third (32%) ...
What Should You do with an Old 401K?
When you leave a job, what should you do with your 401K? Do you leave it where it is? Cash it out? Roll it over to some kind of investment? Believe it...
2020 is the Year of "cancelled" but YOUR Retirement is NOT Cancelled!
2020 is being called the year of "cancelled." Graduations, vacations, weddings, professional spots and even this upcoming in-person school year, CANCE...
What are the Wealthy Doing? Can you do it too? YES!
Lets face it, 2020 has been a CRAZY year already. With much uncertainty in the air, we will soon enter into the political season as a tense election i...
How YOU can live TAX FREE!
Ever feel like Uncle Sam is a little TOO greedy? What if there was a way you could live tax free? Yes TAX FREE! Plus, did you know you could be paying...
John's Do's and Don'ts During These Uncertain Times
John discusses our current economic situation and addresses what many are asking, "what's next?" and "how do I get through this?" Plus, what are some ...
John Helps YOU Build a Strong Retirement!
How do you go about building a strong retirement? You've probably heard that having an income plan is the foundation but what else do you need to stre...