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Tuesday, September 26, 2023

While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

Tuesday, August 22, 2023

As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...

Monday, August 21, 2023

The right time to retire depends on several factors, including your financial situation, health, and personal goals. There are four main timeframes for retirement: early retirement, retiring "on time," late retirement, and working...

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Wednesday, August 9, 2023

You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...

Thursday, August 3, 2023

Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA).The Department of Education is calling it the “most...

Tuesday, July 25, 2023

IntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...

Tuesday, July 11, 2023

 Changes to 529 Plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant...

Monday, June 12, 2023

The investment world is full of noise. Don't listen to the talking heads. Do your own research and focus on your own goals. Invest for the long term, diversify your portfolio, and don't panic. With a sound financial plan, you can rise above

Wednesday, April 12, 2023

A Qualified Charitable Distribution (QCD) is a tax-efficient way for IRA owners aged 70 1/2+ to donate up to $100,000 annually to charity. Consult with a financial advisor to learn more. #charitablegiving #taxplanning

Monday, August 29, 2022

Learn how to supercharge your Roth savings? A Mega Backdoor Roth strategy could give you the ability to stash away $43,500 per year into a Roth.

Thursday, March 10, 2022

A personal trainer inspires, motivates, and guides their clientele to success. They help you set and achieve goals and keep you accountable. A financial coach does the same thing, but for your finances.

Saturday, November 13, 2021

About 10 years ago, a colleague of mine saw that I tracked every dollar I spent out of my checking account. She teased me about my $5 bagel. Not what I paid for it, but rather that I took the time to track it on a spreadsheet. I...

Monday, April 19, 2021

Last week we had an interesting question come our way regarding Social Security. There is often fear around making the wrong decision regarding financial matters. We wanted to share this with you as our firm's mission is to help our...

Thursday, April 8, 2021

A financial planner’s job is to help you figure out where you stand financially, and to design a cost-effective plan to meet your goals. However, anyone may call themselves a financial planner these days. It is important to be...

Wednesday, March 24, 2021

Finally, all of the hard work has paid off. Your organization has a bright future in making the next big step in its journey, and it can be yours too. As we have seen with many startup employees, going public will surely change your...

Monday, March 1, 2021

Over the last decade, the California legislature has been pushing to solve the growing problem of retirement insecurity among private sector workers in the state. The CalSavers Retirement Savings Board was established with the goal to...

Thursday, February 4, 2021

Lately, it seems like everyone is a stock picker. There is a buzz in the air of excitement, greed, and opportunity. We recognize that you must take some degree of risk to have the opportunity for reward. Take these steps first....