Why Younger Generations Should Consider Long-Term Care Coverage
Don’t wait until the tables turn and your children eventually become your caretakers. So how can you plan ahead and ensure this doesn’t happen to you and your family? Consider long-term care coverage. When you […]
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Financial Fears and How to Overcome Them
It’s that time of year again! The time when ghosts and ghouls come out to play…and so do our financial fears. For many of us, the thought of sitting down and developing a financial plan […]
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Striving For Financial Security – Financial Independence For Millennials
Today’s economy can feel complicated and confusing. As an affordable financial advisor in the Bay Area, I understand that achieving financial independence and stability equals an overall feeling of confidence, something most people need and […]
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10 Questions To Ask A Financial Advisor In Volatile Markets
As a financial advisor, I’ve seen clients come in with a wide variety of investment ideas. Some want to play it safe by investing primarily in low-risk bonds, while others want to take on more […]
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How To Potentially Profit From Inflation: 4 Investment Options
Most Americans feel like they’ve been walking through a thick inflation fog with no ability to see beyond the moment. From gas and vehicles to groceries and lumber, you have been feeling the pressure of […]
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Why Millennials And Gen Zers Should Invest In A Roth IRA
Granted, you may have a 12-second attention span (and there’s no shame in this), but it’s vital to become aware of what you need if you prefer to focus elsewhere. Your financial wellness is one […]
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Financial Planning: Reducing Debt
Comparing 196 beneficiaries before and after debt relief, and controlling for debt-relief amount, having an additional debt account paid off improves cognitive functioning by about one-quarter of a SD and reduces the likelihood of exhibiting […]
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How To Plan For Retirement And Recession
Life is full of uncertainties, and none more so than the economy. As an affordable financial advisor in the Bay Area, I will tell you that the best way to prepare for a recession is […]
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8 Golden Financial Planning Rules for Millennials
Sadly, some people have to learn about managing their finances the hard way. Many millennials learn about using credit cards after they are thousands of dollars deep into debt. We don’t want that to be […]
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How to Reduce Your Financial Anxiety and Stress
60% of respondents indicated feeling anxious when thinking about their personal finances, while 50% of respondents indicated feeling stressed when discussing their finances. Everyone is always thinking about how they’re going to make money, how […]
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