What’s on our mind? You can read about it in our blog. Whether it’s concepts from the financial industry, local events, or a book you may find useful, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
It has been a busy two months since we moved to Nevada. Moving our home and my business has taken a huge effort. Going from a 2800 square foot home to a 1250 square foot condo was definitely a challenge. However, we got rid of a lot of...Read More
Will your retirement dreams match your reality?That's perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else?For more than 30 years, the Employee...Read More
Are your financial goals well-defined? While "I want to have lots of money" may sound like a great goal, it's just too vague. How much is "lots?" If you don’t know … how will you know when you have it? And will the...Read More
Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.1,2,3The delay follows continued disruption from the COVID-19 pandemic and a late...Read More
You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...Read More
Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1In light of the December...Read More
I am honored and excited to announce that I have been awarded the 2020 Five Star Wealth Manager award – that makes eight years! Only 7% of East Bay wealth managers considered earned this award. By earning this honor, Five Star...Read More