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?

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

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

Here are 4 Things I’ve learned after 20 years as a…


Money smart families

Money Smart Families Begin at Home

We sincerely believe that passing wisdom before passing…


10 Minutes a Day Is All It Takes

10 Minutes a Day Is All It Takes

10 minutes a day is all it takes to address these four key…


My 9 year old is in debt and I’m loving it

My 9 year old is in debt and I’m loving it

Teaching my 9 year old (who is in debt) lessons and…