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Personal Financial Planning Orange County

February 24, 2017May 14, 2020Uncategorized

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 […]

December 30, 2016May 14, 2020Uncategorized

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 […]

November 30, 2016May 14, 2020Uncategorized

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 […]

October 28, 2016May 14, 2020Uncategorized

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. […]

September 26, 2016May 14, 2020Financial Planning For Women, Retirement Planning

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 […]

August 30, 2016May 14, 2020Financial Planning For Women

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 […]

June 17, 2016May 14, 2020Financial Planning For Women, Retirement Planning, Uncategorized

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 […]

May 26, 2016May 14, 2020Financial Planning For Women, Retirement Planning

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 […]

April 1, 2016May 14, 2020Financial Planning For Women, Uncategorized

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 […]

December 4, 2015May 14, 2020Financial Planning For Women

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, […]

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