Copia Wealth Management

  • Retirement Has Changed: Why Wealthy People Focus on Income, Not Just Assets

    Retirement Has Changed: Why Wealthy People Focus on Income, Not Just Assets

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    The following is a guest post from our Emerald Member, Copia Wealth Management and Insurance Services For years, retirement planning has been framed around one goal: accumulate more. Save consistently. Grow your accounts. Build a larger portfolio. Hit your number. That mindset makes sense during your working years. But as you approach retirement, the focus…

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  • Feb 26th Monthly Breakfast Highlights: Richard D. Marks

    Feb 26th Monthly Breakfast Highlights: Richard D. Marks

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    This past Thursday morning saw another packed house for the San Diego Christian Chamber of Commerce’s flagship event. The Monthly Breakfast and Speaker Series for February carried its signature energy and vibe over into a different section of the Legacy Center venue. The Globe Room Members appeared to have no trouble making their way to…

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