create a plan

April 8, 2019

My Family Created a 100-Year Plan: Family Values, Vision and Mission

by Anthony SafferCertified Financial Planner™

Preparing for Aging

March 29, 2019

Preparing for Aging

People tend to avoid conversations around aging because it…

by One DegreeMake an Impact with Your Wealth

What I’ve Learned from Teaching Money Management to a Disorganized Teen

February 28, 2019

What I’ve Learned from Teaching Money Management to a Disorganized Teen

Teaching healthy money practices to your kids is not about…

by Anthony SafferCertified Financial Planner™

The Power of a Paradigm Shift

January 31, 2019

Tune out the Noise

When faced with short-term noise, it is easy to lose sight…

by One DegreeMake an Impact with Your Wealth

We can’t predict future market direction, we focus our energy on year-end tax planning. Here are some Year-End Planning Strategies for 2018

December 28, 2018

2018 Year-End Planning Strategies

We can’t predict future market direction, we focus our…

by One DegreeMake an Impact with Your Wealth

December 26, 2018

Time to Go to Cash?

Time to Go to Cash? If you believe the market is going to…

by Alex OkugawaCertified Financial Planner™

Volatility. Just What the Doctor Ordered

December 12, 2018

Volatility. Just What the Doctor Ordered

Volatility. Just what the doctor ordered. Although…

by Alex OkugawaCertified Financial Planner™

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

December 5, 2018

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

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

by Anthony SafferCertified Financial Planner™

Why the dollar amount of bonds in your investment portfolio matters

November 6, 2018

Why the dollar amount of bonds in your investment portfolio matters

Here is why the dollar amount of bonds in your investment…

by Anthony SafferCertified Financial Planner™

September 28, 2018

Should you own International Stocks?

Spreading out your risk is a wise principle and may help…

by Anthony SafferCertified Financial Planner™