3 Things to Know About Stock Compensation

June 15, 2021

3 Things to Know About Employee Stock Compensation

For those of you that are an employee working for a company…

by Anthony SafferCertified Financial Planner™

Can you rollover a 401(k) to a Roth IRA?

June 11, 2021

Can you rollover a 401(k) to a Roth IRA?

Can you rollover a 401(k) to a Roth IRA? Understanding the…

by Anthony SafferCertified Financial Planner™

enjoy retirement

May 3, 2021

How much money do you need to retire?

How much money do you need to retire? Retirement can be the…

by Anthony SafferCertified Financial Planner™

Smart tax saving strategies

March 31, 2021

Smart Tax Saving Strategies: 4 Key Habits

Taxes might be the biggest expense you pay over your…

by Anthony SafferCertified Financial Planner™

Are bonds worth the investment right now?

February 25, 2021

Are bonds worth investing in?

Interest rates are at historic lows. As interest rates…

by Anthony SafferCertified Financial Planner™

January 28, 2021

Successful Investing Lessons from 2020

2020 has provided key lessons in how to be successful at…

by Anthony SafferCertified Financial Planner™

California real estate prop 19

December 30, 2020

California Prop. 19: May Affect Your Children

California's Proposition 19, passed in November, has…

by Anthony SafferCertified Financial Planner™

September 21, 2020

4 Keys: Avoid letting fear and greed drive your decision-making

It is commonly said that fear and greed drive the stock…

by Anthony SafferCertified Financial Planner™

should-you-pay-off-your-mortgage-for-retirement

July 24, 2020

Should you pay off your mortgage for retirement?

Because mortgage interest is generally tax-deductible and…

by Anthony SafferCertified Financial Planner™

February 26, 2020

The Essential Components of a Financial Plan

You need a financial plan to help you make the best…

by Anthony SafferCertified Financial Planner™