Smart tax saving strategies

Smart Tax Saving Strategies: 4 Key Habits

Taxes might be the biggest expense you pay over your…


Are bonds worth the investment right now?

Are bonds worth investing in?

Interest rates are at historic lows. As interest rates…


Successful Investing Lessons from 2020

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


California real estate prop 19

California Prop. 19: May Affect Your Children

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


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

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


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

Should you pay off your mortgage for retirement?

Because mortgage interest is generally tax-deductible and…


The Essential Components of a Financial Plan

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


How Can Gratitude Help You Prosper?

Being grateful is so much more than just being nice or…


4 Things I’ve learned after 20 years as a financial advisor

If you are waiting for certainty from the news, it’s likely…


Money Smart Families Begin at Home

We sincerely believe that passing wisdom before passing…