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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Roger Conde | Mar 22, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Roger Conde | Mar 15, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Roger Conde | Mar 8, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Roger Conde | Mar 1, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Roger Conde | Feb 22, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Roger Conde | Feb 15, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Roger Conde | Feb 8, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Roger Conde | Feb 1, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Roger Conde | Jan 25, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Roger Conde | Jan 18, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Roger Conde | Jan 11, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Roger Conde | Jan 4, 2023

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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ADDRESS

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Hermosa Beach, CA 90254

CONTACT

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E | info@jLifeWealth.com

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and jLife Wealth Management are not affiliated. CA Insurance License # 0B57717.

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