Reason Financial

SAN DIEGO – Reason Financial is committed to the development, training, and support of our entire team in the financial services industry. It gives us enormous pleasure to congratulate one of our star employees, Jessica, on obtaining her CPA certification in Q1 2021.  Jessica worked incredibly hard to accomplish this achievement – she obtained her Master’s in…

This Chartr graphic stacks two line charts from July 2019 through April 2022. The top panel shows relative U.S. Google search interest for “puppies for sale” (0 to 100). Interest jumps when the pandemic hits in March 2020, reaches the scale maximum soon after, spikes again in early 2021, then drifts back down. The bottom…

We all have dreams for what our retirement will look like — regardless of whether we remain in our ‘forever home,’ close to friends and family, or purchase a beach house on a remote island, financial freedom is a core component in any stress-free and fulfilling retirement journey. Not only does financial freedom allow us…

Many of our clients don’t know what probate is, and that is probably a good thing. Probate is the legal process by which a will is validated. If there’s no will, it’s the legal process of settling a person’s affairs.  How probate works The process, when required, varies by state. In some states (like California)…

This Visual Capitalist scatter chart plots inflation-adjusted launch cost per kilogram (log scale) from 1960 toward 2030, with data from the Center for Strategic and International Studies. Labeled vehicles include Soyuz, Saturn V, the Space Shuttle (among the highest costs shown), Long March 3b, Delta Heavy, Angara, and SpaceX’s Falcon 1, Falcon 9, Falcon Heavy,…

Retirement planning is one of the most fundamental parts of our job. In order to build you the best possible plan, we want you to understand the basics of the different types of retirement accounts. This can help you share information with us. It can also help you understand the “how” and “why” of the…

This is such an honor to be asked to share my thoughts about my experience as a remote employee. I know working remotely for many of us has been very difficult during this pandemic. For me, it has been life as usual. I’ve been doing this for over four years now. The Reason Financial team…

I was living in Long Island, New York on the unforgettable morning of September 11, 2001, when my life changed forever, in an unexpected way.  The events of that day inspired many men and women to put the needs of their country first and join the military, including my friend Lenny.  Lenny has since been…

Hoboken Pizza & Beer: How this local institution’s community ties helped them survive the pandemic.   As Pacific Beach locals, one of Reason Financial’s go-to joints in the area is Hoboken Pizza & Beer. This San Diego institution not only serves up some of the best slices in town, but they have been a staple…

By Tanya T. Nguyen The 2021 baseball season is now in full swing! Petco Park has thrown open their gates for max capacity and the Padres are hoping to make it to the World Series (hold your laughter, please). It definitely looks “batter” on the other side as we start loosening business restrictions across California…