My clients in the San Francisco Bay Area often have highly appreciated assets -- a residential home, investment real estate, stock in a privately owned company, a business, art collections,…
May you all be awake now from your long winter’s nap. Here are some interesting facts and tips to get the new year off to a good start.
2018…
The second least popular word in my office is insurance. (Annuity wins for least popular.) Most people dread insurance if they can even remember why they bought it in the…
I have been teaching my Retirement Planning Workshops at City College this summer and I’ve been repeating this mantra to my participants, which I’ll share here: Do what’s important and…
Clients often ask if they should have a budget or keep track of their spending, and for the majority of them the answer is no. This is mostly because they're…
You may have heard rumblings in the news about financial advisers needing to increase their standard of care for clients. In the industry, it’s colloquially known as “the DOL Rule,”…