ACHIEVE YOUR FINANCIAL GOALS IN 2019

The New Year is less than a month away; however, the best time to set goals for 2019 is now. If you’re like many people, you may wish to create goals pertaining to your finances, whether you wish to keep more of what you earn or achieve financial freedom once and for all.

The excitement of the New Year prompts us to set ambitious goals; however, a month or two into the year, our goals have often long been forgotten. This information is intended to encourage you to set realistic financial goals that you’re invested in achieving.  From identifying what you truly want to setting SMART goals and creating a reasonable action plan, these tips will help you end 2019 even more financially fit than you are now.

A financial professional can provide you with the advice you need to create sound financial goals and establish your legacy. If you’d like a referral to a reputable financial professional in our area, give me a call!

Have a happy and healthy holiday season!


ABOUT BEVERLY

Purchasing or selling a home is an exciting and life changing experience, therefore it is important to choose the best Realtor to guide you through the journey. Beverly Tate is that right choice, one who you can trust and who will have your best interest in mind. She has the experience to negotiate on your behalf and guide you through the complex process of purchasing or selling a home.

Beverly is an active member of her community, living and raising a family in San Diego since 1993. She has been a licensed professional Realtor since 2003 so you can feel confident in her ability and experience serving the San Diego neighborhood.

Beverly’s past experience includes earning the 4S Ranch Office Rookie of the Year, her first year in business, and earning distinguished sales awards thereafter. In addition to ongoing education in the real estate field, she completed advanced education to earn the distinguished GRI designation, held by less than 6% of Realtors in California. Beverly places her client’s best interest as her highest priority.

If you have any questions about current market conditions, need a referral for a service, or want to chat about your home, feel free to contact Beverly. She would love to help you with your real estate sale or purchase. She looks forward to hearing from you and providing excellent personal service.


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Contemporary Model Perfect Single Family Attached home in the Heart of Rancho Santa Margarita! Ideally located in the newer community of Tesoro Trails. Best location in the community without a...
  • 4 Beds
  • 4 Baths
  • 2,233 sq ft
  • $729,800
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This is your new home with everything you have ever wanted. It has been well maintained and upgraded over the last nine years. It sits at the end of a...
  • 5 Beds
  • 3 Baths
  • 2,900 sq ft
  • $579,000
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Beautiful & Spacious Townhome in the gated Sierra Vista Community. 3 Bedrooms and 2.5 Bathrooms. Spacious Floor Plan. Newer kitchen with cabinets, granite counter tops, stainless appliances at dining room....
  • 3 Beds
  • 3 Baths
  • 1,722 sq ft
  • $535,000
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North Clairemont home on a Cul-de-sac with breathtaking panoramic canyon views. Minutes from beaches and Mission Bay. Near amazing restaurants, shopping and entertainment in UTC and Clairemont. Close to major...
  • 3 Beds
  • 2 Baths
  • 1,354 sq ft
  • $575,000
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Newer build tri-level townhouse in the gated Goldwyn Community. Built in 2015 this move-in townhouse boasts 4 bedrooms, 3.5 bathrooms, and a Great room. Enter your home through the attached...
  • 4 Beds
  • 4 Baths
  • 1,847 sq ft
  • $538,888
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No HOA or Mello Roos! Amazing House on a secluded cul-de-sac. Backyard has access to green belt open space! Mountain Views! Move in ready! Level fenced in yard. Laminate Wood...
  • 2 Beds
  • 2 Baths
  • 1,204 sq ft
  • $450,000
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Look no further, this home is truly TURN-KEY! This newly remodeled 3 bedroom, 1.5 bathroom is a homeowners dream! Enter your new home from either your private gated front yard...
  • 3 Beds
  • 2 Baths
  • 1,364 sq ft
  • $252,888
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Nice little home in the canyon and still standing. Needs some work but it sits on a beautiful lot. Newer roof, HVAC and septic. Good bones! Check it out.
  • 3 Beds
  • 1 Baths
  • 1,020 sq ft
  • $249,000
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Single-Story Meadow Home in great neighborhood with Award-Wining Top Schools. It boasts 4 bedrooms + office space, 2 baths, 1638 living sqft, light & bright open floorplan. It has beautiful...
  • 4 Beds
  • 2 Baths
  • 1,638 sq ft
  • $879,000
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UNDER CONSTRUCTION! Beautiful brand new Lennar home in the most desirable area of North Fontana.  This community is located in the highly sought after Etiwanda School District.  This home has...
  • 3 Beds
  • 3 Baths
  • 2,021 sq ft
  • $464,490
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Welcome home to 402 E. Plymouth Street a Beautiful Single Family Home located in a desirable area of Glendora. This gorgeous home features 3 bedrooms and 2 bathrooms and an...
  • 3 Beds
  • 2 Baths
  • 1,121 sq ft
  • $569,000
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Look no further!!! You will love this delightful one-story with a bonus 2 story additional private master suite. This 4 bedroom, 3 bathroom with 2,728 sq. ft. of elegance, natural...
  • 4 Beds
  • 3 Baths
  • 2,728 sq ft
  • $649,000
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UNDER CONSTRUCTION! Beautiful brand new Lennar home in the most desirable area of North Fontana. This community is located in the highly sought after Etiwanda School District. This home has...
  • 4 Beds
  • 3 Baths
  • 2,419 sq ft
  • $500,590
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Stunning Orangecrest Home just hit the market in Riverside!! This highly upgraded home features 5 bedrooms, 4 bathrooms and 3,615 sq ft of living space. The first floor features a...
  • 5 Beds
  • 4 Baths
  • 3,615 sq ft
  • $575,000
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What a great opportunity!!!! This property is just over an acre of land and has 3 homes in need of repairs. Each home has its own septic tank. The well...
  • 7 Beds
  • 4 Baths
  • 6,006 sq ft
  • $125,000
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Cute charming home features 3 bedroom and 1 bathroom. Situated on oversized lot of 20,792 square feet making this large lot ideal for an array of entertainment. Don’t miss this...
  • 3 Beds
  • 1 Baths
  • 975 sq ft
  • $369,900
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Beautiful furnished 2 bedroom, 2 bathroom contemporary open floor plan with two car garage. The homes open great-room includes the living room, dining room, and kitchen all with beautiful 18"...
  • 2 Beds
  • 2 Baths
  • 1,191 sq ft
  • $395,000
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Desirable better than 55 community in upper Yucaipa! This home larger than most w/ an extra bedroom ( needs a bigger closet!) and a bonus room! Backs to the walking...
  • 3 Beds
  • 2 Baths
  • 1,632 sq ft
  • $246,900
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NEW CONSTRUCTION! An appealing porch greets you as you enter into this beautifully appointed, two-story home by Lennar Homes. The airy foyer leads you to the convenient bedroom with full...
  • 4 Beds
  • 3 Baths
  • 2,002 sq ft
  • $490,900
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This is a great recently remodeled house in the area of San Bernardino! As you walk in you'll see the formal living area with beautiful birch hardwood flooring. As you...
  • 3 Beds
  • 1 Baths
  • 1,352 sq ft
  • $310,000
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Excellent condition upgraded unit. Relatively new kitchen cabinets and kitchen granite countertop. Bonus room area between garage and unit is not included in unit square footage. Laundry hook ups in...
  • 3 Beds
  • 3 Baths
  • 1,576 sq ft
  • $279,000
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Welcome home! Enter into spacious living room adorned with beautiful crown molding and warm laminate wood flooring throughout! After relaxing in your large living room you can head out on...
  • 2 Beds
  • 1 Baths
  • 884 sq ft
  • $339,000
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Highly upgraded and professionally designed modern single level three bedroom two bath home. This home has just gone through a complete remodel. Upgraded flooring, upgraded baseboards, new dual pane windows,...
  • 3 Beds
  • 2 Baths
  • 1,439 sq ft
  • $624,900
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Beautiful and cozy 2-story townhouse perfect for first-time home buyers or investors to add to their rental portfolio. Located in the Tustin Village community, this unit features 2 upstairs bedrooms...
  • 2 Beds
  • 2 Baths
  • 1,080 sq ft
  • $299,000
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Wow! Presenting the only new construction single family home in Bellflower. There are no brand new single family homes in surrounding cities of Cerritos, Lakewood and Downey. Home features 3...
  • 3 Beds
  • 2 Baths
  • 1,300 sq ft
  • $639,900
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Great single story home with 3 bedrooms and 2 baths central air and heat, large portion of interior was just repainted and some new flooring was just installed. Beautiful open...
  • 3 Beds
  • 2 Baths
  • 1,667 sq ft
  • $375,000
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Exquisitely upgraded home in the desirable Golf Knolls Estates 55+ Community! This 1987 home is financeable and features 3 bedroom, 2 full baths, 1704 sq ft on a permanent foundation....
  • 3 Beds
  • 2 Baths
  • 1,704 sq ft
  • $354,900
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Rare 6 Bedroom 4 Bathroom home in the city of Lakewood just blocks away from the cities of Cerritos and La Palma. This home has many enticing features and upgrades...
  • 6 Beds
  • 4 Baths
  • 2,476 sq ft
  • $760,000
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2 Bedroom 1 Bath Home in Need of TLC , Investors Delight in Historic Downtown Perris . Sold As is
  • 2 Beds
  • 1 Baths
  • 735 sq ft
  • $179,999
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LOOKING FOR AN INVESTOR TO BUY THIS CONDO.THANK YOU! GREAT RENTAL PROPERTY!PREFER ALL CASH BUYERS SUBMIT OFFERS,GREAT INCOME INVESTMENT CLOSE TO SCHOOLS,SHOPPING,FREEWAY ACCESS AND TRANSPERTATION.
  • 2 Beds
  • 1 Baths
  • 944 sq ft
  • $105,950
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This information is deemed reliable but not guaranteed. You should rely on this information only to decide whether or not to further investigate a particular property. BEFORE MAKING ANY OTHER DECISION, YOU SHOULD PERSONALLY INVESTIGATE THE FACTS (e.g. square footage and lot size) with the assistance of an appropriate professional. You may use this information only to identify properties you may be interested in investigating further. All uses except for personal, non-commercial use in accordance with the foregoing purpose are prohibited. Redistribution or copying of this information, any photographs or video tours is strictly prohibited. This information is derived from the Internet Data Exchange (IDX) service provided by San Diego County SPN. Displayed property listings may be held by a brokerage firm other than the broker and/or agent responsible for this display. The information and any photographs and video tours and the compilation from which they are derived is protected by copyright. Compilation ©2018 San Diego County SPN

Properties on this website was last updated as recently as 12/12/18 5:59 AM PST.