5 Questions Couples Need to Answer to Achieve Financial Success
When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money […]
Personal Financial Planning Orange County
How to “Rehearse Retirement” Before You Take the Plunge
For most people, retirement is a huge shift in life as they know it. However, beyond planning the dollars and cents, few […]
Money Moves to Make by the End of the Year
During the holiday season your focus can easily get taken up by thoughts of gift-giving, decorating, parties and yummy food. But don’t […]
A Quick Look at the Trump & Clinton Tax Plans
Seemingly every presidential candidate offers a plan for tax reform. You can add Donald Trump and Hillary Clinton to that long list. […]
6 Characteristics of the Millionaire Next Door
Just how many millionaires does America have? By the latest estimation of Spectrem Group, a research firm studying affluent and high net […]
Protecting Your Parents From Elder Financial Abuse
We are becoming more familiar with the notion of financial abuse targeting elders – scams and other exploitation targeting the savings of […]
How Millennials Can Get Off to a Good Financial Start
You might be a millennial reading a practical article about your finances, but most likely, you are a concerned mom or dad […]
5 Things to Consider When One Spouse Retires Before the Other
While all couples talk about the big picture of saving for retirement, not all consider the ramifications of what happens when one […]
Could Social Security Really Go Away?
As we continue to hear warnings that Americans are not adequately saving for retirement, we hear similarly dire news about the future […]
4 Smart Financial Moves to Finish 2015
There are just a few weeks left in December! And, while your mind might be filled with holiday parties and gift shopping, […]