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…
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…
July 24, 2020
Should you pay off your mortgage for retirement?
Because mortgage interest is generally tax-deductible and…
February 26, 2020
The Essential Components of a Financial Plan
You need a financial plan to help you make the best…
November 19, 2019
How Can Gratitude Help You Prosper?
Being grateful is so much more than just being nice or…
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…
August 8, 2019
Money Smart Families Begin at Home
We sincerely believe that passing wisdom before passing…
August 5, 2019
Ten Minutes a Day May Be All It Takes
Six days a week during the summer our three kids are to…
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…
December 5, 2018
My nine- year- old is in debt, and I’m loving it.
Training your children to handle money can be inconvenient,…