December 30, 2020

California Prop. 19: May Affect Your Children

California's Proposition 19, passed in November, has…

by Anthony SafferCertified Financial Planner™

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…

by Anthony SafferCertified Financial Planner™

should-you-pay-off-your-mortgage-for-retirement

July 24, 2020

Should you pay off your mortgage for retirement?

Because mortgage interest is generally tax-deductible and…

by Anthony SafferCertified Financial Planner™

February 26, 2020

The Essential Components of a Financial Plan

You need a financial plan to help you make the best…

by Anthony SafferCertified Financial Planner™

How Can Gratitude Help You Prosper?

November 19, 2019

How Can Gratitude Help You Prosper?

Being grateful is so much more than just being nice or…

by Anthony SafferCertified Financial Planner™

4 Things I’ve learned after 20 years as a financial advisor

September 25, 2019

4 Things I’ve learned after 20 years as a financial advisor

Here are 4 Things I’ve learned after 20 years as a…

by Anthony SafferCertified Financial Planner™

Money smart families

August 8, 2019

Money Smart Families Begin at Home

We sincerely believe that passing wisdom before passing…

by Anthony SafferCertified Financial Planner™

10 Minutes a Day Is All It Takes

August 5, 2019

10 Minutes a Day Is All It Takes

10 minutes a day is all it takes to address these four key…

by Anthony SafferCertified Financial Planner™

create a plan

April 8, 2019

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

by Anthony SafferCertified Financial Planner™

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™