Financial Literacy 101: Why Do We Pay Taxes?
Have you ever looked at your paycheck and wondered why the amount seems lower than expected? I have; I was convinced there was a typo on the first paycheck I ever received—it seemed to be […]
Read More
3 Reasons Why Financial Literacy Is Important – No Matter Your Age
Don’t worry – you’re not late for the party! And while you might feel behind financially, allow me to tell you that you are not. You are right on time if you are NOW making […]
Read More
Addressing the Lack of Financial Literacy
When you hear the word financial literacy, what comes to mind? If you’re blanking and racking your brain to come up with a response, don’t worry- we’re going to fix that. What is Financial Literacy? […]
Read More
7 Tips On How To Leverage Your 401(k) As You Near Retirement
The pandemic forced three million US baby boomers out of the workforce and into retirement. Did you also know that four out of ten people do not have a retirement plan in place? Ouch! As […]
Read More
Preparing To Retire? Some 401k Distribution Options to Consider
Having a clear plan in place can feel like following a rainbow to your pot of gold in retirement. If you have weathered the financial storms, you know what’s to follow if you have the […]
Read More
What Do The Impending Tax Law Changes Mean For You In 2022?
It pays for every generation to understand that tax law change is common. Learning to embrace it and use it to your advantage is where we step in. Since tax education is not included in […]
Read More
7 Ways to Improve Your Financial Health
Now that Valentine’s Day and the Winter Olympics have come and gone, we still get to celebrate Black History Month a bit longer! How delightful – the change of pace, right? When you take a […]
Read More
How to Pursue Financial Intimacy with Your Partner
Congratulations: You’ve found the one. Whether it’s dating more seriously, moving in together, getting married, or improving your existing marriage, you’re now ready to have The Talk. I’m referring, of course, to sharing your financial […]
Read More
6 Tips to Ensure That Inflation Doesn’t Impact Your Retirement Plans
It’s 2022, and inflation is here to stay. That’s why you need inflation-informed investment management to help you navigate the price increases and volatile market. Lucky for you, affordable financial planning in the Bay Area […]
Read More
Nothing Says Love on Valentine’s Day Like a Good Financial Plan
There are a million different ways to celebrate Valentine’s Day. Want to try something delightfully new this year? Give the gift of financial freedom and security – the ultimate act of love. Lasting partnership requires […]
Read More
10 Tips For Financial Planning For Late Bloomers
If you’re in your 50s, is it too late to start saving for retirement? At this point, should you plan on working until you physically can’t any longer because you’ve dashed any dreams of living […]
Read More
It Is Never Too Early or Too Late to Start Financial Planning
The thing about cliches is, they’re generally true. In the entire investing landscape, the most often-quoted saying may be: “The best time to plant a tree was ten years ago. The second best time is […]
Read More