This blog is for couples: new couples, elderly couples, married couples, loving couples, divorcing couples, in all cases, partners as it relates to finance. Let’s start with the (unfortunate) fact. There is something inevitable in any relationship. The end.
Work with me on this analogy. There are many pieces to a puzzle. Imagine that the puzzle you are putting together is your financial well-being. When you are putting the
It has been a busy year when it comes to updates and changes concerning your money. In addition to working on personal investment strategies that help our clients’ financial plans,
Proposition 19 recently passed in California, the results of which could mean property tax breaks for those over 55 in the state and potential tax increases for those inheriting homes
September 22nd is the last day of summer, with fall quickly approaching. School is back in session (virtually, as my 3 kids log-in from home), Monday night football is back
The stage is set…it is Trump/Pence vs Biden/Harris. And just in case 2020 has not been eventful enough, let’s add Kanye West to the mix. So much has happened politically