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Our goal is to empower and inspire women to feel confident and take charge of their financial futures.

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We're passionate about our clients' values and their dreams to pursue a solid financial future.

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Engaging Workshops

 

Join us for financial workshops and guest speaker events at the Rancho Santa Fe Golf Club.

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Fiduciary Wealth Management for Women

 

Every woman has her dreams.
To fulfill these desires, a woman must feel confident.
Confidence enables empowerment and enrichment of
knowing who you are and where you want to go.

By establishing a plan, Engaging Women in Wealth
and Deb Sims ensure purpose in the woman seeking her dreams.

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Helpful Content

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Rightsizing for Retirement

What does your home really cost?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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