by Buddy Thomas Ready or not, here it comes—the widow boom! From the time the first of their generation was born in the mid-1940s, World War II baby boomers have created radical social and economic paradigm shifts, constantly reshaping the…
by Buddy Thomas Back in the 1940’s, a common tradition was for widows to wear black armbands for a period of time after their spouses passing so that whoever they encountered would be aware of their fragile condition and treat…
by Buddy Thomas Best laid plans don’t always work When her spouse Gary died at age 54 from a terminal illness, though grieving, Barbara felt financially secure. Before he passed away, they established a trust to assure Barbara would have…
-Est. 1982-
Address: 9820 Willow Creek Road,
Suite 105, San Diego, CA 92131
Phone: (858) 546-1046
Email: planning@superplan.com
Investment Advisory Services offered through Superior Planning, Inc., a State Registered Investment Advisor. Advisory services offered through Calton & Associates, Inc., SEC Registered Investment Advisors. Securities offered through Calton & Associates, Inc. Broker/Dealer Member FINRA/SIPC. Superior Planning Inc and Calton & Associates, Inc. are independent, non-affiliated entities.
© Copyright 2023 by Superior Planning, Inc., All Rights Reserved.