1. What to Look For in a Financial Advisor – Part 3

    Welcome to the third and final part of our blog series about what to look for in a financial advisor! In this post, we’ll look at the various emphases with financial advisors can focus on, and, of course, what their character is like at the core. What is Their Emphasis? The world of wealth managem…Read More

  2. What to Look For in a Financial Advisor – Part 2

    Welcome to part two of our blog series about what to look for in a financial advisor! In this post, we’ll focus on the ethics of financial advisors — it’s important to know their reputation, how they choose to be paid, and whether or not they’re registered as a fiduciary. What is Their Reput…Read More

  3. What to Look For in a Financial Advisor – Part 1

    There comes a point in every person’s life where the prospect of retirement becomes ever more clear on the horizon. For some people, this is a warm welcoming — these are people who have saved their whole lives who are wholly prepared to enjoy the final era of their life in bliss. However, for th…Read More

  4. How to Teach Retirement Income Planning to Your Kids

    Retirement income planning isn’t like learning basic addition, riding a bike, or learning how to swim. These are all skills that are learned by virtually everyone at a young age, and once internalized, they are not forgotten. You’d be hard pressed to find an adult that couldn’t do those things…Read More

  5. 5 Movies With Great Financial Lessons

    As financial experts in the Southern California area, we know a lot about money, and we’ve talked to all kinds of people who wield vast fortunes, and many others who have almost nothing to their name. But regardless of where you are financially, there’s one thing that most people have in common …Read More

  6. How To Save Money On Estate Planning

    Just like retirement planning itself, estate planning can be a complicated endeavor. This could be one reason many older Americans are reluctant to avoid or put off this process as long as possible. Another reason people avoid them is because they can be costly. If you’ve accumulated a lot of weal…Read More

  7. Tax-Efficient Charitable Giving Tips You Need To Know

    There are few things in this world that can provide more joy and fulfillment than giving to a charitable cause. When you give to a cause that you care about, you feel that you’ve been able to play your part in making the world a better place for everyone. However, the other side of this is that yo…Read More