economic chaos

Am I doing it right? Money Management in an Uncertain World

Going into 2023, many people are asking this same question, "Am I doing it right?" That is, are they managing their money right? Because like parenting, you…


petco park baseball

Bear Market: Are You Losing All Your Gains?

Bear markets in stocks may make you feel like you are losing all their gains. It may feel like you cannot get ahead, so why bother?


Expected stock returns

Caution: Your expectations of stock market returns may be unrealistic

Expected stock returns and outcomes are constantly compared. Unrealistic and unmet expectations often lead to negative responses and consequences.


How to Retire without a mortgage after refinancing

How to Retire Without a Mortgage After Refinancing

How to retire without a mortgage: Multiple mortgage refinances have left many retirees with an extended house payment they would rather not have.


How will the increasing national debt affect you?

How will the increasing national debt affect you?

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?

Can you rollover a 401(k) to a Roth IRA?

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.


enjoy retirement

How much money do you need to retire?

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.


Smart tax saving strategies

Smart Tax Saving Strategies: 4 Key Habits

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…


Are bonds worth the investment right now?

Are bonds worth investing in?

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


Successful Investing Lessons from 2020

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 Prop. 19: May Affect Your Children

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


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.


How Much Do I Need to Retire?

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Is your family set up to succeed or fail?

6 Keys To Create An Impactful Legacy