As a financial advisor for nearly 20 years, it’s been gratifying to help people strategize, plan for, and pull the trigger on retirement. For some...Read More
At some point during the pandemic, I needed to step away from listening to the news and focus my brain on something complex, interesting and...Read More
As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...Read More
My husband and I worked remotely from southern California last year. We’d always talked about wintering somewhere warm during retirement, and we had...Read More
We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...Read More
You’ve completed your financial plan and are basking in the pride that such an accomplishment grants – and you should! Creating a plan is the first...Read More
After all the planning, number-crunching, endless discussions, dreaming, and plotting, how often is retirement what people expect it to be? As...Read More
We’ve all heard the stories of lottery winners who find themselves penniless a decade after winning large sums of money. Whether they spend the...Read More
As Boomers, helping our parents out in their elder years or remembering them wistfully, we start to realize that we are becoming the next oldest...Read More
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