Russell W. Hall, CFP®, CPWA® 12/9/21 Russell W. Hall, CFP®, CPWA® 12/9/21

AB150 – Positive Change for CA Small Business?

California recently passed a bill that may help certain business owners, so read on if you have a partnership, LLC, or S corporation headquartered in that state.

Carl Lachman, MBA, CFP® 11/12/21 Carl Lachman, MBA, CFP® 11/12/21

Do you need to make changes to your Medicare? You may want to!

Many people don’t really understand Medicare at all. It might as well be a discussion of quantum mechanics and particle physics. Here’s a quick summary…

Aimee Calderon, CFP® 10/13/21 Aimee Calderon, CFP® 10/13/21

Are College Degrees Worth the Cost?

The cost of attending a four-year university in the United States has risen an average of 8% per year over the last 20 years…It is no wonder that parents and students together must carefully weigh the benefits of a higher education versus the cost and debt…

Travis McShane, CFP®, CFA 9/28/21 Travis McShane, CFP®, CFA 9/28/21

Go-Go, Slow-Go, No-Go: How Much Do Retirees Actually Spend?

Retirement planning can be broken down into two major categories known as the accumulation period and decumulation period.

Russell W. Hall, CFP®, CPWA® 9/2/21 Russell W. Hall, CFP®, CPWA® 9/2/21

Another Look at Inflation

Inflation is a hot topic. Let’s talk about it.

Carl Lachman, MBA, CFP® 6/22/21 Carl Lachman, MBA, CFP® 6/22/21

Auto Insurance Mistakes to Avoid

Recently I asked an insurance agent what mistakes he sees people make when they buy auto insurance. Below are the auto insurance mistakes he has seen many people make.

David K. Little, CFP®, CFA 6/10/21 David K. Little, CFP®, CFA 6/10/21

Taxes, Taxes, Taxes

While details are still sketchy on the potential tax increases, there are proposals floating around that we can use to give us an idea about what MIGHT happen.