Blog
Planning for retirement can be fraught with risk when income needs are ignored. Anyone planning a full stop on current employment to substitute income from portfolios and Social Security needs to consider investment allocation when making this transition.
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Getting married? When planning a legal union, it pays for couples to consider the financial aspects of marriage just as deeply as they do romance.
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Including the care of your pets in your estate planning helps ensure they’ll be cared for after you’re gone
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Whether people buy into meme stocks or the Magnificent Seven group of tech companies, there has been a lot of bullish sentiment favoring these highly recognizable names with large investor followings. Meme stocks refer to companies with…
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Often, the issues start with a move to a new home.
In my financial planning and investments practice, I often help middle-aged children help an older parent with his or her finances. The parent may have been living alone, as…
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For outlays related to exclusive use assets, reimbursements may be possible with proper documentation.
Couples seeking marital dissolution in California may hear their family law attorney talk about how to share expenses during the process. Divorcing couples usually each receive a spreadsheet to…
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As we progress into the New Year, it’s important to take stock of your personal financial security.
Hackers have not taken a pandemic break. During tax season, they can actually get busier, as taxpayers share or request…
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Ratios for cash, working capital and net worth are also important.
Few of my clients may realize that the Federal Reserve Bank tracks year to year changes in household balance sheets…
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Mental shortcuts for decision-making sometimes
trip us when analysis is warranted.
Policy statements, plans and strategies can help keep investors on target.
Many-do it-yourself investors wonder why they often end up buying high and selling low…
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