July 2024 – Page 2 – Get a BPlan

THE IMPORTANCE OF FINANCIAL LITERACY: A PERSONAL PERSPECTIVE AND ITS SIGNIFICANCE FOR EVERYONE

Good morning! Today I’m teaming up with a few blogs around Shannon from The Heavy Purse to help spread the word about Financial Literacy Month. So what’s financial literacy all about? It’s essentially knowing how money works in the world: how you earn it, manage it, invest it to grow more, and even donate it…

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7 Effective Strategies to Generate Income Amidst the Coronavirus Crisis and Future Economic Downturns

Greg here, and with over 25 years of experience as a money coach, author, speaker, securities litigation expert witness, and financial planner, I’m dedicated to helping you retire with confidence and peace of mind. Beyond my professional credentials (CFP®, CLU®, AIF®, AAMS®), I’m also a certified fiduciary financial planner. When not advising clients, you’ll find…

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A Glimpse into Day 23 of Quarantine on Coronado Island: Basking in Sunlight

Saturday, April 11 marks 23 days into quarantine. The beaches on Coronado Island are all closed, but our campground has a small private beach that people keep using. This beach wraps around a bunch of military housing villas, which are usually quiet and rarely visited. Now, however, we’re seeing more families out walking their dogs…

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