Attention all you late 40-, 50- and early 60-somethings who have attempted and “failed” to hire a financial planner: Simplify your…
May 4, 2022 Two common misconceptions need to be cleared up before you can even start to understand how financial planners are…
April 15, 2022 When you pick a new financial planner, you want to be clear about how that person gets compensated, whether…
April 7, 2022 Not only is it important to understand the different types of wealth-building accounts but to understand what kinds of…
March 2022 It’s no secret that any market — stocks, bond, real estate, cryptocurrency, etc. — goes up and down. What may…
February 2022 When you leave your job for whatever reason, and you have a retirement plan with that to-be-former employer, you’re at…
January 2022 Last year I decided to read a book a week, which is a pretty audacious commitment for someone who doesn’t…
December 2021 I serve many clients who live in the San Francisco Bay Area, which is a beautiful but expensive place to…
November 2021 Financial planning encompasses a long list of analyses and tasks. The reality is that my firm alone can’t possibly do…
October 2021 What’s the biggest mistake investors make? Not doing something significant with their money. They build their careers, they make…
