Financial Planning Orange County Archives

Retirement Planning for Single Parents

How should a single parent plan for retirement? Diligently. Regularly. Rigorously. The good news is that you have the autonomy to decide how […]

For most people, retirement is a huge shift in life as they know it. However, beyond planning the dollars and cents, few […]

We are becoming more familiar with the notion of financial abuse targeting elders – scams and other exploitation targeting the savings of […]

A classic retirement planning rule states that you should retire on 80% of the income you earned in your last year of […]

There are just a few weeks left in December! And, while your mind might be filled with holiday parties and gift shopping, […]

As the average life span increases, so do your odds that you’ll need to utilize long term care in the future. But, […]

Investing your hard-earned dollars can be complicated and feel scary at times. The safest and most liquid options, say, putting it in […]

Year after year, in bull and bear markets, investors make some all-too-common blunders. They have been written about, talked about, and critiqued […]

It May Be Better Than You Think! If you’re like most Americans, your dreams about retirement quickly give way to the question: […]

I recently learned that I received the Five Star Wealth Manager Award for Orange County for the second consecutive year! Although it’s […]