Are You Prepared for Long Term Care Costs?
As the average life span increases, so do your odds that you’ll need to utilize long term care in the future. But, […]
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 […]
When it comes to planning your retirement, no one has the luxury of “knowing what tomorrow holds,” so we’re left to dream […]
Each year, millions of Americans receive a tax refund. In 2014, the average refund was actually $2,7921. Maybe you planned it that […]
When a loved one passes unexpectedly, the grieving family member or friend is often thrown into a complicated process of sorting through […]
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: […]
If you’ve ever been serious about saving for something big like college tuition or retirement, chances are you understand the multiplying effect […]
Planning for your retirement can be exciting as you dream about all the possibilities of travel and freedom. Yet, the process of […]
I recently learned that I received the Five Star Wealth Manager Award for Orange County for the second consecutive year! Although it’s […]