Who’s in Charge-You or Your Money? - Rancho La Puerta
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Who’s in Charge-You or Your Money?

Week of January 18, 2020

There is truth behind the popular financial quote, “If you don’t take care of Money, your Money won’t take care of you.”  The theme of this week’s program emphasizes the ways we can invest to ensure our “portfolio” is optimized to meet our money goals. Laura DeVore have spent over 32 years helping individuals, families, and endowments manage their money in addition to creating retirement plans. She has a respect for the individual needs of the people she serves, provides advice, education and wisdom tailored to the personalized plans of their clients. This fun and interactive program will help you understand your own money personality and provide timely information on how things have changed over the last three decades.  You will leave with a toolbox full of relevant items to start planning for your future and moving towards your Financial Goals.

Your Money Personality
Did you know that arguments about money lead to a 30% higher likelihood of getting divorced?  This interactive session with help you self-assess your money personality and look at the pros and cons of each personality type (They do say opposites attract!).  Understanding your money personality is the first step and will help you shape your approach to spending, saving and investing. 

Avoiding the Top Money Mistakes Most People Make
Here we’ll take a look at some of the most common financial mistakes that lead to major economic hardship and add additional stress, that in turn affects your long-term wealth alongside your physical health.

The 3 Chapters of Retirement
Retirement has changed so much over the past 30 years. People are living longer than ever before and employers have frozen their pension plans and continue to push savings responsibilities onto employees through the adoption of defined contribution plans such as a 401(k).  Explore how “retirement” is different today and the many ways you can plan for all of these changes.

How to Find the RIGHT Financial Advisor
Have you ever wondered exactly what a Financial Advisor does, how they are compensated and if you can trust what they tell you? Then this session is where you need to be. You will leave having a firmer grip on the Financial Services industry and which type of Advisor is right for YOU!


Laura DeVore is the President of DeVore Financial Advisors, a Registered Investment Advisory firm in  San Marcos, California. She has over 32 years in the Financial Services Industry. She started her career in 1987 at Fidelity Investments. Her first job there was at the Boston phone site and she moved up the ranks to finish her 20-year career with Fidelity as a VP, Financial Consultant at Fidelity’s Del Mar Private Client Group.  She specializes in working with widowed, divorced and retirement-focused individuals.  Her commitment to education and planning is why she is so excited to present at Rancho La Puerta!

In her spare time, Laura enjoys spending time with her husband, family, and friends.  She is an avid baker and loves traveling and visiting her two little grandsons Austin and Ayden.