Selling a solo business can have a dramatic impact on your long-term wealth. By Ryan Derousseau, Senior Contributor, Forbes.com When private practitioners and solo entrepreneurs begin building their venture, the exit plan from the business is often furthest from their […]
News & Commentary
By Sophia Duffy FA-Mag.com, October 18, 2023 Planning for potential disability, and particularly mental incapacity, is a cornerstone of a well-rounded financial plan. Women in particular are at a higher risk of becoming disabled, with 44% of women aged 65 […]
Changes to the plans allow for the savings to be rolled into a Roth IRA, as long as certain rules are met, if a child decides not to pursue their education. By Neale Godfrey, Financial Literacy ExpertKiplinger.com, February 22, 2024 […]
Make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy. Here’s how. By Janet Bodnar Kiplinger.com, Feb 17, 2024 After I wrote a series of columns in 2022 about elder care planning for family members, […]
There are some understandable questions you might encounter as you plan for retirement: By Melissa Horton Reviewed by Thomas J. CatalanoFact checked by Yarilet Perez There are some understandable questions you might encounter as you plan for retirement: Is it sensible […]
A Game Changer in Various Industries Artificial intelligence (AI) tools have become a game changer in various industries, and they are also proving incredibly useful for retirees looking to start consulting or a small business venture. These tools can simplify […]
Estate Planning by Susan Hirshman, Charles Schwab, October 25, 2023 For family wealth to endure, it’s critical to work from a shared sense of purpose. Here are three ways to help foster a deeper connection across generations. Family wealth can […]
Risk management identifies factors which negatively affect investments and works to reduce those effects. Effective risk management is a process of planning, taking steps to avoid losses and reduce panic in the event of said losses. This approach limits the […]
Retirement is a significant life event. When someone decides to retire without a well-thought-out plan in place, it can lead to a range of challenges and uncertainties. Retirement is a major life transition, and without proper planning, individuals may find […]
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Cayucos Wealth is a financial adviser based in the Central Coast of California whose mission is to guide clients in building a strong financial future that withstands the winds of change. For those seeking to navigate the sometimes-choppy waters of the markets, they make it possible for clients to catch the trade winds and live an adventurous retirement.
Cayucos Wealth is an investment adviser located in Cayucos, CA. This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet. Advisory services offered through Sowell Management, a Registered Investment Advisor. Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC’s website at www.adviserinfo.sec.gov or FINRA’s BrokerCheck at https://brokercheck.finra.org/.
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Beyond the 4% Rule
How Much Can You Spend in Retirement? By Rob Williams and Chris Kawashima, Charles Schwab, May 14, 2024 How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can […]