Welcome to Our Financial Tips Blog

We believe that knowledge is the key to making informed decisions about your financial future. Our blog is designed to provide you with a wealth of valuable insights, tips, and strategies on everything from financial planning and wealth management to taxes, estate planning, Social Security, and more.

Whether you're preparing for retirement, navigating complex tax laws, or looking for ways to preserve your legacy, our blog serves as an invaluable resource. Each post is crafted by our team of financial professionals, ensuring you receive relevant, up-to-date information that addresses the real challenges retirees and pre-retirees face today.

Millionaire Habits - Retiring Debt Free

Debt. No one wants to talk about it, but over 80% of Americans have it… By definition, debt is something (typically money) borrowed from one party to another, w…

Estate Planning 101: The Basics

Estate planning can be an overwhelming process. It’s rife with deeply personal issues and designations that can be uncomfortable at best, and wildly divisive at…

Who Do I Talk to About Taxes?

In today’s complex financial environment, taxes are always top of mind even if they’re hard to keep track of. At Fullerton Financial Planning, we’re all about l…

Placeholder image

Avoid Losing Your Retirement to Taxes

Are you paying too much in taxes in retirement? We all want to enjoy every aspect of retirement. From giving up the nine-to-five, to traveling, enjoying time wi…

...