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Blog

Parent reading a book to their newborn child
Jesse Sikorski | 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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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Jesse Sikorski | Jan 10, 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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man pointing at document with pen
Jesse Sikorski | Jan 2, 2023

How can a Financial Advisor Assist me with Lowering Tax Liability?

Tax Planning

With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax

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Stock
Jesse Sikorski | Dec 26, 2022

How to Avoid Emotional Investment Choices

Investments

 

 

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough

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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Jesse Sikorski | Dec 19, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Stock Image
Jesse Sikorski | Dec 12, 2022

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

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Hand holding a bill with a red "Past Due" stamp on it
Jesse Sikorski | Dec 5, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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default blog image
Jesse Sikorski | Nov 28, 2022

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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fair lights in hands
Jesse Sikorski | Nov 21, 2022

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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coins in a cup with growing plant
Jesse Sikorski | Nov 14, 2022

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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A row of houses along a canal
Jesse Sikorski | Nov 7, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Jesse Sikorski | Oct 31, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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San Diego, CA 92108

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Contact Info

P | 619-363-6007
E | jesse@sikorskiwealthmgmt.com

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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