Category: Financial Planning
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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4 Survival Strategies For High Inflationary Times
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
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
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
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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Inflation And Investing: Why A Financial Plan Matters
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 To Prepare For Hyperinflation
The world has seen many economic crises, such as the Great Depression, the 2008 Housing Crisis, and the 2000 Dot-Com Bubble Burst. These events were unexpected but hugely impacted the economy for years afterward. Another […]
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Why Buying A Home Is A Smart Investment For Millennials
The benefits of buying a home are plentiful, as it’s one of the most important financial decisions you’ll make in your life. And while it’s not always easy, especially in a volatile market, it’s certainly […]
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