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How will the increasing national debt affect you? Inflation, higher taxes, interest rates, and the stability of currency are all questions.

Can you rollover a 401(k) to a Roth IRA? Understanding the rules and the character of your retirement money is important to make the best decision.

How much money do you need to retire? Retirement can be the most significant financial transition of your life so your calculation has major implications.

Taxes might be the biggest expense you pay over your lifetime. Smart tax saving strategies can ensure you pay less taxes over your life. In this post, I am…

Interest rates are at historic lows. As interest rates rise, this puts downward pressure on the value of bonds. Are bonds worth investing in?

2020 has provided key lessons in how to be successful at investing. It’s a masterclass for those paying attention. Here are four key lessons.

California's Proposition 19, passed in November, has dramatically changed how you can leave or give California real estate to your children.

It is commonly said that fear and greed drive the stock market, but you should avoid letting fear and greed drive your decision-making.

Because mortgage interest is generally tax-deductible and interest rates are currently low, some believe that a homeowner should extend a mortgage as long as…

You need a financial plan to help you make the best decisions you can for today and ensure that’s the case tomorrow and the next day as well.

Being grateful is so much more than just being nice or simply the right thing to do. It can be the foundation of contentment, fulfillment and purpose.

Here are 4 Things I’ve learned after 20 years as a financial advisor. These points are simply takeaways from years in the financial industry.