Tag: affordable financial planning in the Bay Area
What Is Wealth Management And Why Does it Matter?
Wealth management involves an overarching perspective of a client’s financial life. With a holistic (whole) approach, wealth managers offer services like investment management, financial planning, estate planning, tax planning, charitable giving, and retirement planning. At […]
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Financial Literacy 101: Savings and Planning
Is it safe to say that you know you should be saving money, but when it comes to acting on it, you tend to fall short? Perhaps you try, but bills, groceries, gas, and endless […]
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Financial Literacy 101: How to Build Credit and Why it’s Important
If you are not one of the 22 million millionaires in the United States, according to Zippia, learning how to build credit can be helpful as you integrate financial literacy. No one expects you to […]
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Financial Literacy In The Bay Area: Tax Inclusive Budgeting
Do you know the difference between gross income and net income? Gross income is the amount of money you make before taxes, and net income is the amount of money you make after taxes. For […]
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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 […]
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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 […]
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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? […]
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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 […]
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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 […]
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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 […]
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