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Retirement Redefined Acres of Diamonds Investments Surprises

Trusted

One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

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Independent

We aren't tied to products or services from a single company or family of companies but are free to find those products and services that may be most appropriate for our clients.

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Practical

We understand today’s financial environment. We understand that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

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Advisor Accessibility

You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.

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Registered Representative Offering Securities through Integrity Brokerage Services Member FINRA & SIPC 

Supervisory Office: 1945 Stewart St, Oceanside, CA 92054

 Investment Advisory Services offered through Balboa Wealth Partners

140 Newport Center Drive Suite 200 Newport Beach, CA 92660

 FSA Integrated LLC is not directly affiliated with Integrity Brokerage Services or Balboa Wealth Partners

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The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

 

The Ivory Tower Changes Wall Street

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Six overlooked tax deductions to help manage your tax bill.

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How to help determine life insurance needs to provide for your family after you pass away.

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Even if you’re young and single, you should still consider protecting yourself.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to compare the future value of investments with different tax consequences.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Determine your potential long-term care needs and how long your current assets might last.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

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Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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

An Inside Look at Retirement Living

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

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The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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

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When should you take your Social Security benefit?

The Rule of 72

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