Ready to know more about San Diego?

Subscribe
Partner Content JANUARY 2, 2024

How to Take Control of Your Finances in 2024

Money is often a stressful topic, and the desire to feel more confident about our financial future is a shared sentiment.

How to Take Control of Your Finances in 2024
Screenshot-2024-01-30-at-4.26.51-PM

Money is often a stressful topic, and the desire to feel more confident about our financial future is a shared sentiment. As we usher in a new year, financial resolutions are almost as popular as weight loss ones. But what actions have you mapped out for this year to benefit your financial life and move you closer to your dream retirement?

Here’s a blueprint for making 2024 the year you finally take control of your finances and embrace a future filled with financial confidence.

1 – Create a Detailed Financial Plan and Write it Down: If you’ve ever felt like you’re spinning your wheels financially, juggling various goals without a clear direction, you’re not alone. The first step to financial empowerment is to take the time to create a detailed financial plan. Most people are overwhelmed by this and don’t know where to start. Outline your short-term and long-term goals, including savings, retirement contributions, budgeting, and emergency fund building. Putting your plan in writing provides clarity and accountability, helping you track your progress and celebrate your successes.

If you already have a financial plan, the start of a new year is a great time to review it. What is going well?  What needs to be adjusted? If you are not confident about your direction, it may be time to get a second opinion.

2 – Understand Your Risk Exposure and Align Your Investments Appropriately: The more you improve your financial education, the more confident you will become. One of the keys to financial success is understanding and managing your risk exposure. A holistic financial plan considers your risk tolerance, time horizon, and financial goals. Aligning your investments appropriately ensures that your portfolio is working in harmony with your overall strategy, helping you confidently navigate the ups and downs of the market.

3 – Prioritize Saving for Retirement and Planning Your Distributions: Saving for the future is a cornerstone of financial well-being. Ensure that you’re not only contributing to your retirement accounts by making it automatic each month so that other expenses can’t prevent you from doing so. Also, ensure that your investment strategies align with your retirement goals. Ask yourself, “What income will I need to live out my retirement how I want to?” Focus on strategies to create the income you need without needing to rely on the stock market to cooperate. You want guaranteed income sources so you can count on reliable income when you need it most – no matter how long you live or how the economy performs.

4 – Work with the Right Professional Who Will Educate You: Not all financial advisors are created equal, and finding the right professional can make a significant difference in your financial journey. Seek an advisor who goes beyond traditional advice, one who is committed to educating you about your financial options and empowering you to make informed decisions. A true partner in your financial journey will help you build a retirement strategy that goes beyond market trends, focusing on your unique needs and aspirations.

You deserve financial confidence and the peace of mind that comes with knowing your retirement is secure and you can never run out of money. To support you in this journey, I invite you to take advantage of our complimentary Retirement Income for Life Blueprint. This valuable tool will guide you through the decisions you can make today to design a retirement that aligns with your dreams.

Together, let’s make 2024 the year you take control of your finances and embrace a future of financial freedom.

Wishing you a prosperous and confident New Year!

Investment advice offered through Copia Wealth Management Advisors, Inc.

Copia Wealth Management Advisors, Inc. is a registered investment advisor.

.

Subscribe to our newsletters

Select Options

By subscribing you confirm that you agree with our Terms and Conditions and Privacy Policy.

Studio S OCTOBER 22, 2026

Milan Design + Build Helps San Diegans Remodel Their Homes

The San Diego home remodeling company works on full homes, kitchens, bathrooms, home additions, ADUs, garages, landscapes, and hardscapes.

Milan Design + Build Helps San Diegans Remodel Their Homes
Courtesy of Milan Design

Most homeowners want two things before they commit to a remodel: a realistic sense of cost and a clear picture of what the finished space will look like. Milan Design + Build helps deliver both through its online remodeling estimator and personalized design consultations, supported by a showroom experience and 3D renderings.

“The online estimate gives homeowners a starting number in about a minute, and the showroom and 3D renderings let them see materials and layouts before anything is built,” says David Noriani, CEO of Milan Design + Build. “Keeping design, permits, and construction with one team helps us manage expectations and keep everyone working toward the same vision.”

Courtesy of Milan Design

Modern design is a particular focus for Milan, with an emphasis on clean lines, natural light, functional layouts, and carefully selected materials. The team adapts each design to the homeowner’s lifestyle and the character of the property. Milan Design + Build combines thoughtful design with construction expertise, creating spaces that are as functional as they are beautiful.

The online estimator covers kitchen remodels, bathroom renovations, full-home remodels, and ADU construction. At Milan’s showroom on Carroll Road, visitors can review real materials, finishes, and design options, meet the design-build team, and discuss project scope, budget, and timing. Consultations can also be held virtually for homeowners who prefer to start remotely.

At Milan Design + Build, one integrated team works on the entire project. Design and construction aren’t divided between separate firms. The process begins with a consultation and feasibility review, followed by design, space planning, and 3D renderings developed from detailed measurements and digital scans. The team also coordinates architectural plans, structural engineering, city approvals, and material selection, with construction overseen by a dedicated project manager.

Homeowners can explore their remodeling options, get an initial estimate, or request a design consultation at MilanBuild.com.

Courtesy of Milan Design

Partner Content
Partner Content OCTOBER 22, 2026

Association of Fundraising Professionals San Diego To Recognize 11 Honorees at 54th Annual National Philanthropy Day in November

This year’s theme, 'Impact Through Philanthropy,’ spotlights the impact of individuals, businesses and community organizations throughout San Diego County.

Association of Fundraising Professionals San Diego To Recognize 11 Honorees at 54th Annual National Philanthropy Day in November
Courtesy of AFP

On Friday, November 13, 2026, more than 1,000 community, business, nonprofit and philanthropic leaders will gather at the Manchester Grand Hyatt for AFP San Diego’s 54th Annual National Philanthropy Day, presented by PNC Bank.

“Impact through Philanthropy isn’t just a theme; it’s what we see every day in San Diego’s diverse communities,” said Ingrid de Llamas, CFRE, IAP, AFP San Diego chapter president. “The honorees show what’s possible when intention meets generosity, leadership and dedication come together. We’re honored to celebrate the honorees alongside our presenting sponsor, PNC Bank.”

“Philanthropy is one of San Diego’s great strengths—not just because of this community’s generosity, but because of what happens when people unite around the belief that our region can be better,” said Mark Stuart, President & CEO of the San Diego Foundation and Honorary Committee Chair for National Philanthropy Day. “National Philanthropy Day lets us recognize the donors, volunteers, fundraisers, and organizations who turn that belief into action, strengthening lives throughout our community. Celebrating them reminds us all of the extraordinary power we have when we work together.”

Eleven honorees, including eight individuals and three organizations, were selected from scores of nominees submitted from throughout San Diego County. Honorees were selected through a rigorous vetting process by AFP San Diego’s Honorary Committee.

2026 National Philanthropy Day Honorees:

  • Outstanding Development Professional, Emerging Leader – Miguel Lopez, CFRE (San Diego Foundation)
  • Outstanding Development Professional, Mid-Career – Amie Brown, CFRM (Meals on Wheels San Diego County)
  • Outstanding Development Professional, Career Achievement – David Hanses (Scripps Institution of Oceanography)
  • Outstanding Organization, IDEA – The San Diego LGBT Community Center
  • Outstanding Grantmaking Organization – David C. Copley Foundation
  • Outstanding Philanthropic Business or Corporation – Maya’s Cookies
  • Outstanding Student Volunteer – Chris Zheng (Casa de Amistad)
  • Outstanding Volunteer – Dr. Suzanne Afflalo (A Healthier Me)
  • Outstanding Volunteer – Fred Davis (Serving Seniors)
  • Outstanding Philanthropists – Mel & Linda Katz
  • Special Lifetime Achievement Award – Ingrid de Llamas, CFRE, IAP

National Philanthropy Day Supports AFP San Diego’s Empower Fund

Beyond recognizing local philanthropic leadership, National Philanthropy Day supports the Empower Fund, powered by U.S. Bank, which provides scholarships, educational opportunities and professional development for nonprofit leaders.

In its inaugural year, AFP San Diego raised $28,000 for the Empower Fund through National Philanthropy Day, with a goal of $50,000 in 2026. Contributions directly support educational initiatives for nonprofit professionals throughout the region. Donations are accepted year-round.

AFP San Diego’s National Philanthropy Day is made possible through the generous support of Presenting Sponsor PNC Bank, Empower Sponsor U.S. Bank, Focus Sponsor Sanford Institute of Philanthropy at NU and dozens of partners. View the full list of 2026 sponsors.

Event Details

Friday, Nov. 13, 2026 | 11 a.m.–1:30 p.m.
Manchester Grand Hyatt, 1 Market Place, San Diego, CA 92101

Tickets and partnership opportunities are available at AFPSD.org – NPD 2026! For more information, contact Fiona King at 619-538-6605 or [email protected].

About AFP San Diego

The Association of Fundraising Professionals (AFP) San Diego Chapter has supported fundraising professionals and nonprofit leaders throughout San Diego County since 1974. Through professional education, mentorship, networking and leadership opportunities, AFP San Diego connects people at every stage of their careers while advancing ethical and effective fundraising practices. With more than 350 local members and connections to a global network of fundraising professionals, AFP San Diego invests in the people behind philanthropy to strengthen nonprofits and the communities they serve. Learn more at AFPSD.org & follow AFPSD on LinkedIn

Partner Contnet
Partner Content OCTOBER 19, 2026

New Tools for Treating Cancer — at Home

Oral oncolytics provide certain patients with effective treatment without IV medication

New Tools for Treating Cancer — at Home
Courtesy of Scripps Health

In the last several years, there’s been a surge in FDA approvals for what’s known as oral oncolytics. Oral oncolytics are targeted cancer therapies that come in tablet, capsule or liquid form that patients can take at home, rather than in an infusion clinic. Scripps physicians have seen exponential growth using this approach, with patients citing convenience as a major quality-of-life enhancement in their cancer treatment. This approach also allows treatments to be customized based on specific genetic mutations and a patient’s unique disease biology. Find out more about oral oncolytics here. 

For more nutrition, wellness, and healthy living tips, sign up for the San Diego Health newsletter here.

Partner Content
Partner Content OCTOBER 14, 2026

Faces of Healthcare 2026: Unio Specialty Care

Meet San Diego’s leading healthcare professionals, delivering exceptional medical and dental care through innovation, expertise, and dedication to patients.

Faces of Healthcare 2026: Unio Specialty Care
SDM Top Docs 2026

Reza Shirazi, MD, EE, FACRO and Siavosh Vakilian, MD, FRCP(C), DABR

Unio Specialty Care is a multi-specialty practice specializing in urology, gastroenterology, and radiation oncology.

Unio’s Radiation Oncology team—Dr. Donald B. Fuller, Dr. Tahir Ijaz, Dr. Reza Shirazi, and Dr. Siavosh Vakilian—combines extensive clinical experience with a commitment to personalized cancer care. The RO team treats cancerous and non-cancerous conditions using precision therapies including SBRT, IGRT, and the CyberKnife® S7 System, the only system of its kind in Southern California. Their expertise spans prostate, breast, lung, gastrointestinal, pancreatic, and central nervous system cancers, as well as low-dose radiotherapy for osteoarthritis.

In 2026, Dr. Shirazi and Dr. Vakilian were recognized as San Diego Top Doctors, joining Dr. Fuller and Dr. Ijaz, who have previously received this distinction.

Visit

5395 Ruffin Rd, Suite 103, San Diego, CA 92103 | 858-221-9135
@uniospecialtycare | uniospecialtycare.com

Partner Content
Partner Content OCTOBER 14, 2026

Faces of Healthcare 2026: San Diego Fertility Center

Meet San Diego’s leading healthcare professionals, delivering exceptional medical and dental care through innovation, expertise, and dedication to patients.

Faces of Healthcare 2026: San Diego Fertility Center
San Diego Wedding Photographer

Susanna Park, MD; Sandy Chuan, MD; Brooke Friedman, MD; Said Daneshmand, MD; Valerie Flores, MD; Bryn Willson, MD

At San Diego Fertility Center, parenthood starts with personalized, cutting-edge care. Nationally recognized physicians offer individualized plans spanning IVF, PGT, egg donation, surrogacy, Gentle IVF, fertility preservation, and LGBTQ+ family building. Newsweek ranked them among America’s Best Fertility Clinics in 2026: top 6% of 450+ clinics nationwide, and best in San Diego.

“Remind yourself you are not alone! You don’t have to have all the answers before you walk through the door,” says Dr. Friedman.  “Our job is to listen, explain your options, and guide you toward what makes sense for you. Because fertility care isn’t one-size-fits-all — and building your family should feel like your journey, supported every step of the way.”

Visit

11425 El Camino Real, San Diego, California 92130 | 858-794-6363  
@sandiegofertilitycenter | sdfertility.com

Partner Content
Partner Content OCTOBER 14, 2026

Faces of Healthcare 2026: North County Cardiovascular Specialists

Meet San Diego’s leading healthcare professionals, delivering exceptional medical and dental care through innovation, expertise, and dedication to patients.

Faces of Healthcare 2026: North County Cardiovascular Specialists
2026-08-21SDM_North_County_Cardio003

Anitha Rajamanickam, MD and Ashish Kabra, MD

At NCCS, both doctors take a personal, traditional approach to cardiovascular care. Patients speak directly with their physicians and build lasting relationships with doctors who know them. 

“We became doctors to care for patients, not to run a business,” says Dr. Kabra, who trained in England and the United States and leads the practice’s office-based cardiac care. Dr. Rajamanickam, an interventional cardiologist trained under renowned Dr. Samin Sharma, shares the same philosophy.

Guided by evidence-based medicine, they tailor care to each patient’s unique history, physiology, lifestyle and goals. Both are respected, well-reviewed physicians and four-time Top Doctors. 

Visit

3142 Vista Way, Suite 206, Oceanside, CA 92056
760-224-7776

Partner Content

Thousands of savvy locals already get it.

San Diego's best restaurants, experiences, and events—handpicked and delivered to your inbox weekly. You in?

Close the CTA

Contact Us

1230 Columbia Street, Suite 800,

San Diego, CA