April 15, 2022
When you pick a new financial planner, you want to be clear about how that person gets compensated, whether that works for your particular situation, and whether you…
April 7, 2022
Not only is it important to understand the different types of wealth-building accounts but to understand what kinds of assets should be placed in each one. This article…
March 2022
It's no secret that any market -- stocks, bond, real estate, cryptocurrency, etc. -- goes up and down. What may not be so clear is how this affects your…
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 a decision point about the money you have in…
January 2022
Last year I decided to read a book a week, which is a pretty audacious commitment for someone who doesn’t like to read. An oft-cited habit of the…
December 2021
I serve many clients who live in the San Francisco Bay Area, which is a beautiful but expensive place to live. I’m regularly having conversations with them about…