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Copia Wealth Management Advisors, Inc.

Designing Retirement Income for Life with Elisabeth Dawson.
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Designing Retirement Income for Life with Elisabeth Dawson.

Designing Retirement Income for Life: Episode 5 (Financial Tips for Business Owners)


Designing Retirement Income for Life: Episode 4 (Advice for Women)


Avoid These 4 Costly Social Security Mistakes

Making a mistake in claiming Social Security can cost your thousands of dollars in lost benefits. Here are the biggest mistakes to avoid so you can maximize the money you’ll receive in retirement – when you need it most. Learn how to make the best financial decisions for your situation. 

Read Here.


Reasons Why Your Retirement Savings May Not Be Enough to Live On

Here are several key signs that your savings and investments will not be enough to fund the retirement you deserve.

Read Here.


Will You Run Out of Money in Retirement? Money management tips to protect against

Nothing should stand between you and the retirement you’ve worked your whole life to achieve. 

Read Here.


How to Avoid Running Out of Money and Create the Income You Need, to Live the Way You Want

It’s time to rethink traditional financial planning. Most financial advisors want you to ride the stock market’s ups and downs because they make money, whether you do or not. Start planning now so you can use today’s money to create lifetime income in retirement. 

Read Here.


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San Diego, CA