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Jun 19, 20233 min read

4 Simple Strategies to Boost Your Social Security Benefits

Security is a fundamental part of the retirement plan for many individuals. It is the government's promise to provide a continuous income...

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Jun 14, 20232 min read

Embrace Tranquility and Beauty: Retirement in Temecula

Introduction: Retirement is a time to savor the fruits of your labor and enjoy the tranquility that life has to offer. Nestled in the...

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Jun 12, 20232 min read

Golf Prodigy "The Temecula Kid": Grape Wealth Management and Our Community's Role

Join us in supporting Sihao Cong (pronounced see-how), fondly known as "The Temecula Kid," on his inspiring journey to golf stardom. A...

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Jun 2, 20232 min read

The Monthly Harvest - Winery, Inflation and EV Tax savings

A Toast to The Monthly Harvest: An Enlightening Journey into Wine, Wealth, and Taxes The inaugural episode of 'The Monthly Harvest', an...

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May 26, 20232 min read

Crafting Your Legacy: Creating an Estate Plan in Temecula, CA

Introduction: Temecula, known for its stunning vineyards and charming ambiance, is a city where people come to build a fulfilling life...

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May 25, 20231 min read

Title: Navigating the Debt Ceiling Deadline: What It Means for your retirement

U.S. Treasury Secretary Janet Yellen has reiterated that June 1 remains a "hard deadline" for raising the federal debt limit, warning...

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May 24, 20232 min read

Retire Like a Boss in Temecula: A (Definitely) Hilarious Guide to Winning at Retirement

So, you've bid farewell to your 9-5, traded in your suit for comfy shorts, and relocated to the gorgeous Temecula, California, where the...

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