How will the increasing national debt affect you?

August 20, 2021

How will the increasing national debt affect you?

How will the increasing national debt affect you?…

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™