December 30, 2020
Prop 19: Do You Have Appreciated California Real Estate That You Plan to Leave to Your Children?
California's Proposition 19, passed in November, has dramatically changed how you can leave or give California real estate to your children.
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 market, but you should avoid letting fear and greed drive your decision-making.
July 24, 2020
Should you pay off your mortgage for retirement?
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…
February 26, 2020
The Essential Components of a Financial Plan
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.
November 19, 2019
How Can Gratitude Help You Prosper?
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.
September 25, 2019
4 Things I’ve learned after 20 years as a financial advisor
If you are waiting for certainty from the news, it’s likely you will never find that ‘perfect’ moment. Instead, follow principles that have always……
August 8, 2019
Money Smart Families Begin at Home
We sincerely believe that passing wisdom before passing wealth to the next generation helps minimize the potential harmful effects of money and instead can be…
August 5, 2019
Ten Minutes a Day May Be All It Takes
Six days a week during the summer our three kids are to spend at least ten minutes on activities addressing these four areas: spiritual, academic,…
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 hearing the correct answers from them or manufacturing the desired result.
December 5, 2018
My nine- year- old is in debt, and I’m loving it.
Training your children to handle money can be inconvenient, tiring, and even painful, but well worth the wisdom they will gain.
November 6, 2018
Why the dollar amount of bonds in your investment portfolio matters
Does viewing the bond allocation in dollar terms all come back to a set percentage? Yes.
September 28, 2018
Should you own International Stocks?
Spreading out your risk is a wise principle and may help you sleep better at night. And, more than anything, if that helps you stick to your plan, it’s well…