Lessons from the Smartest People I know
In an article that first appeared in Southern California Senior Life, Paul Merriman shares what he's learned from smart people who have retired successfully: Since...
What does my Financial Future look like?
A few years ago, we visited an 83-year-old client at his home, only to find him in his backyard planting a new tree. Our eyes...
Make Your Tax Refund Work for You
If you’re one of the millions of Americans receiving a tax refund this year, why not use that money to reap long-term benefits? The following...
Notes from the Fed’s most recent meeting
News from the recent Federal Reserve meeting on January 31st, 2024 and what it means for us. The Federal Reserve decided not to change interest...
Retiring Earlier Than Expected? What To Know
Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the circumstances, it’s difficult not to feel wrongfooted and...
Exploring the Best Business Structure for Your Venture
The journey of starting a new business is both thrilling and challenging. With over five million new business applications submitted in 2022 alone, it's evident...
Countdown to College
As a parent, you of course want to give your child the best opportunity for success, and for many, attending the "right" university or college...
The Benefits of Inventorying Your Items: Protecting Your Possessions and Streamlining Insurance Claims
In a world where unforeseen disasters can strike at any moment, it is essential to protect your possessions and be prepared for the unexpected. Shockingly,...
Why Junior Needs to Go: Challenges of Adult Children Living with Parents
In recent years, a growing trend has emerged with adult children choosing to live with their parents longer. While it may seem like a convenient...