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Why Millennials And Gen Zers Should Invest In A Roth IRA
Why Millennials And Gen Zers Should Invest In A Roth IRA
Financial Planning
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
Financial Planning: Reducing Debt
Financial Planning
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
How To Plan For Retirement And Recession
Financial Planning, Retirement Planning
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
8 Golden Financial Planning Rules for Millennials
Financial Planning
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
How to Reduce Your Financial Anxiety and Stress
Financial Planning
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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4 Survival Strategies For High Inflationary Times
4 Survival Strategies For High Inflationary Times
Financial Planning, Retirement Planning
Inflation affects not just your pocketbook, but the way you manage your financial planning. As inflation increases, it can squeeze your income and take a bigger chunk out of your savings. Financial planning during times […]
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How To Preserve Your Retirement Plan Against Inflation
How To Preserve Your Retirement Plan Against Inflation
Financial Planning, Retirement Planning
Retirement planning is not easy if you’re going at it alone and uninformed. There are many factors to consider when choosing how to spend your golden years, and inflation is one of the most important. […]
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How Financial Planning Can Improve Your Mental Health
How Financial Planning Can Improve Your Mental Health
Financial Planning
When you’re concerned and stressed about your financial well-being, you tend to neglect your physical and mental well-being in the process. Some effects of this stress are depression, anxiety, and social withdrawal. The 2019 PWC […]
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4 Ways Millennials Can Creatively Budget To Fight Inflation
4 Ways Millennials Can Creatively Budget To Fight Inflation
Financial Planning
Much attention has been focused on the millennials in recent years, specifically on their new-age hardships and criticisms from baby boomers. If you were born in the 80s or 90s, you’re a member of this […]
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Personal Finance: Credential Theft And Identity Theft
Personal Finance: Credential Theft And Identity Theft
Financial Literacy
Credential theft is basically where a person’s identity and personal information (i.e., log-in information) get “stolen.” Once an attacker has the person’s identity- they obtain the same privileges as the person whose identity they stole. […]
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Inflation And Investing: Why A Financial Plan Matters
Inflation And Investing: Why A Financial Plan Matters
Financial Planning
As a humble financial advisor in the San Ramon area, it’s my job to tell you that it’s a fact of life that inflation is part of the human experiences we know it. Historically, it […]
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How Proper Internet and Email Use Can Protect Your Finances
How Proper Internet and Email Use Can Protect Your Finances
Financial Literacy
The internet has become a part of our daily lives- we use it for everything from shopping and entertainment to research and education. However, most people don’t know the simple basics behind the internet and […]
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