Retirement Planning

What to do with your paycheck and how to find lost money.

Work with me on this analogy. There are many pieces to a puzzle. Imagine that the puzzle you are putting…

4 years ago

Are you experiencing Financial FOMO?

We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail…

4 years ago

Thinking of Downsizing? What Proposition 19 Means To You.

Proposition 19 recently passed in California, the results of which could mean property tax breaks for those over 55 in…

4 years ago

Are You Nervous About The Elections And The Stock Market?

The stage is set…it is Trump/Pence vs Biden/Harris.  And just in case 2020 has not been eventful enough, let's add…

5 years ago

If you don’t know where you’re going, you might end up somewhere else

The title of today’s blog is in thanks to the many great sayings of Yogi Berra. Major League Baseball threw…

5 years ago

Protect Your Money From Emotional Sabotage

You may think that if you want to increase your financial well-being, the time spent on financial data, like Morning…

5 years ago

Wellness and the B-Word

Wellness and the B-Word: Where to begin your financial wellness journey. Wellness seems to be an all-encompassing buzz word (buzz…

5 years ago

Show Me The Money

Show Me The Money: Two Rules For Your Retirement Nest Egg There are two rules that we talk about with…

5 years ago

The CARES Act Explained

Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and…

5 years ago

Retiring on State Lines with Financial Freedom

Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life?  Once a year…

5 years ago