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Financial Planning for New Parents

Setting up a 529 Plan It may seem daunting to consider college planning already with a newborn, but higher education is expensive.
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Teaching Your Teenagers About Money

Open a Roth IRA and match their contributions If your child has a part-time job, one of the easiest ways for them to start saving is by opening a Roth IRA. Any earned income (e.g., wages, salary, tips) is eligible for contribution to a Roth IRA.
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A Financial Scorecard: Millennials vs. Baby Boomers

For many years, it’s been conventional wisdom that children will enjoy a better standard of living than their parents.
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Quarterly Market Review Second Quarter 2018

E+R=O, a Formula for Success¹

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.

An Enduring Investment Philosophy

Investing is a long-term endeavor. Indeed, people...
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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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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: 

Charitable Giving: How to Optimize Your Contributions in 2018


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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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Dowling & Yahnke Listed on FT 300: Top Registered Investment Advisers 2018

Dowling & Yahnke is included as one of the 300 top registered investment advisers across the nation as published by Financial Times. The advisers are listed by state with California holding the most advisory firms. Dowling & Yahnke has been included on this list every year since its inception five years ago.
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Dowling & Yahnke Expands Financial Planning Department

Kelly and Peggy will be joining Tracy Burgett in providing financial planning strategies including financial goals analysis, estate planning, education planning, tax efficiencies, college savings, social security, and executive compensation for clients.
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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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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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