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,”…
Last month, I taught four half-day retirement planning workshops at the City College of San Francisco to more than 125 pre- and new retirees. The answers to their common questions…
As my kids get older and I talk to more parents and read more about money management and children, I’ve learned some helpful tips when it comes to older kids.…