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Financial Documents You Need to Keep

If you’re in the mood for some spring cleaning, you might be wondering if you can safely get rid of the boxes of tax documents that are stacked up in your garage or basement. To help answer that question, here are a few guidelines on what you should keep and what you can toss:
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Seven Things Newlyweds Can Do to Avoid Arguing Over Money

A significant factor in marital success is how couples handle their financial lives. In fact financial discord could be the biggest marriage warning sign, according to a study conducted by researchers at Kansas State University. "Arguments about money are by far the top predictor of divorce," said Sonya Britt, a Kansas State University researcher and program director of its personal financial planning program. "It's not children, sex, in-laws or anything else. It's money -- for both men and women."
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Five Tips for Appealing a Financial Aid Award

This is the time of year when families review college financial aid awards and agonize over whether they can afford the tab. Many parents don’t realize that students don’t have to accept the first award they receive from a college.  One reason is because it’s a buyer’s market at many institutions.
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Quarterly Market Review First Quarter 2018

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

A mistake many...
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Quarterly Market Review Fourth Quarter 2017

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.

Cryptocurrencies such as bitcoin...
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Changes to Social Security for 2018

The Social Security Administration (SSA) has announced the cost-of-living adjustment (COLA) for 2018 will be 2%, the biggest increase since 2012. The adjustment is based on the increase in the Consumer Price Index (CPI) from the third quarter of 2016 through the third quarter of 2017.

The SSA...
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A Client-Centric Approach

Media Folder: 

Make the Most of Your Social Security, Part 1

Media Folder: 

Make the Most of Your Social Security Benefits, Part 2

Media Folder: 

Long Term Portfolio Planning: How Much Can You Safely Withdraw?


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The Tax Cuts and Job Act of 2017: What It May Mean for You

After prolonged negotiations between both houses of Congress, significant federal tax reform was signed into law by the President in the final week of 2017. What began as a Republican‐led blueprint for a simplified tax system in late 2016 became a 500+ page bill in its final form. The new tax laws will affect the vast majority of individuals and businesses through revised tax rates, as well as some noteworthy changes to deductions.
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Tax-Efficient Investing: It’s Not What You Make, It’s What You Keep

The beat goes on for the second longest bull market in history.  For the eighth consecutive quarter, the S&P 500 Index notched a positive return.  Small U.S.
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Barron’s listed Dale Yahnke in "2018 Top Advisor Rankings: California"

The list is part of a report which Barron’s ran ranking the nation’s top financial advisors by state. Dowling & Yahnke is the highest ranked San Diego firm.
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Dowling & Yahnke Ranked on InvestmentNews’ Largest Fee-Only Registered Investment Advisors

Dowling & Yahnke is listed as #48 of the largest fee-only investment advisor firms measured by discretionary assets under management.
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Mark Wernig Finalist in San Diego Business Journal’s Veteran and Military Entrepreneur Awards

San Diego Business Journal (SDBJ) held their first Veteran and Military Entrepreneur Conference and Awards on October 25, 2017.  SDBJ, in partnership with The Rosie Network, launched this conference to celebrate the veterans and military with an entrepreneur spirit, as well as, acknowledge the impact they have on the San Diego community.  Dowling and Yahnke is proud to announce that Mark Wernig was a finalist for these awards.
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Seven Ways to Keep Your Data Safe Online

Identity theft and cyber fraud are becoming increasingly prevalent.  Fortunately, there are a few relatively simple steps you can take to avoid becoming a victim.

1. Establish strong passwords

The best practice is to use a longer passphrase that incorporates numbers rather than a single...
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Best Practices for Online Security

Technology is always evolving, and keeping up with security advice can be confusing. The guidance on securing your digital world can appear complex and overwhelming. While the details of how to stay secure may change over time, there are fundamental things you can always do to protect yourself....
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What to Do If Your Email Is Hacked

A hacked e-mail account is more than an annoyance - it can lead to identity theft and financial losses. If a compromise occurs, it is vital to take these timely steps. While we encourage working with a computer professional to evaluate and correct shortcomings, below is a list of corrective and...
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