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Insights

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What 2025 Taught Us About Staying the Course

Mar 25, 2026
Categories
Investments
Finance
Risk Management
Retirement
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that...
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Tax Planning vs. Tax Preparation: They're Not the Same Thing

Mar 25, 2026
Categories
Tax Planning
Finance
Retirement
Investments
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already...
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A More Flexible Way to Think About Retirement

Mar 25, 2026
Categories
Retirement
Finance
Lifestyle
Risk Management
Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty...
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Office

16870 West Bernardo Drive suite 400
San Diego CA 92127

Contact Info

858-251-4545
susan.alefi@lpl.com

 

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Susan A. Alefi is a Registered Representative with, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.

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