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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Welcome to North County Financial Associates!

We have over 30 years of experience helping individuals and businesses reach their insurance and financial goals that combine to make up their overall benefit package!

We specialize in working with individuals and businesses to design and implement customized insurance and investment solutions to their long term needs. Because we are independent, we can offer unbiased options. Whether just starting out in your career, maturing in your chosen field or business, expecting to retire in the next few years, or retiring today, since we help set up plans for businesses, we are intimately familiar with existing plans you may have through your company and help coordinate those with individual plans to meet your retirement goals.

We offer a free initial consultation to review your goals and needs and to see how we may  be able to be of assistance to you! Please take advantage of this so we may help you complete your overall benefit package!

Since every comprehensive plan needs insurance coverage and investments, both individually and for your business to protect yourself the future of your loved ones, We are here to assist you in each of these areas all under one roof.

We are a private, independently owned company based in Oceanside, CA. Jeff Babcock, CFP is the company founder, has been a Certified Financial Planner for over 30 years! Our insurance professionals are always there for you when you need them. They will first listen to you, and understand your needs. Then they will guide you through the various options, so that you understand the implications. Finally, they will help you select the right plans to meet your needs! 

You will find our customer service friendly, and eager to help you around the clock. We are there to answer your questions and solve your problems.

Contact us and find out how we can help you secure your future!

Helpful Content

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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