Skip to main content
menu
  • About
  • Services
  • Resources
    • FAQs
    • Insights
  • Contact
  • Client Login
    • Financial Planning
    • LPL Account View
  • Schedule a Meeting
  • bayview San Diego, California

Insights

default blog image

The New Face of Fraud: How AI Is Changing the Scam Game

Aug 4, 2026
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once...
Read More
default blog image

The New Face of Fraud: How AI Is Changing the Scam Game

Aug 3, 2026
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once...
Read More

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Jul 31, 2026
Categories
Finance
Investments
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes...
Read More

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Jul 30, 2026
Categories
Investments
Finance
Savings
Risk Management
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get...
Read More

Overlooked Retirement Expenses (And How to Plan for Them)

Jul 29, 2026
Categories
Retirement
Finance
Health
Tax Planning
Family
Real Estate
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most...
Read More

Rethinking Retirement: Why True Wealth Is More Than Money

Jul 28, 2026
Categories
Retirement
Lifestyle
Health
Family
You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally...
Read More

What Recent Inflation Signals Mean for Financial Planning

Jul 27, 2026
Categories
Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The...
Read More

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Jul 24, 2026
Categories
Estate Planning
Family
Health
Disability
Insurance
Risk Management
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping...
Read More

One Economy, Two Realities: Understanding Today's Economic Divide

Jul 23, 2026
Categories
Finance
Investments
Savings
Credit
Risk Management
Retirement
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of...
Read More
default blog image

Common Retirement Regrets—And Proactive Moves to Consider

Jul 22, 2026
Categories
Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning
Many people don’t regret being retired. They regret how they got there. 1 “I wish I had saved earlier.” “I didn’t think...
Read More

5 Financial Crossroads That Could Reshape Your Future

Jul 21, 2026
Categories
Finance
Retirement
Family
Tax Planning
Risk Management
You know how life tends to throw in a few plot twists? They don't ask if you're ready. They just show up—with potential...
Read More

When the Weather Hits: What Natural Disasters Actually Mean for the Economy (and Your Finances)

Jul 20, 2026
Categories
Finance
Investments
Risk Management
Insurance
A major storm rolls through. The headlines light up. Power outages. Travel chaos. Damage estimates climbing into the...
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Current page 2
  • Page 3
  • Next page Next ›
  • Last page Last »

Office

16870 West Bernardo Drive suite 400
San Diego CA 92127

Contact Info

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

 

Get in Touch

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.

LPL Form CRS

© 2026 Serenity Financial Planning. All rights reserved.