Blog

The autumn leaves are changing, and "the most wonderful time of the year" is right around the corner...I'm guessing tax season isn't exactly at the front of your mind.But it should be! (At least in the top five things at the front of your mind.) Because as long as...

The World Series is here, football seasons are in full swing, school is deep in session, and the weather is shifting for sure.Fall has a way of running along faster than we realize.It's kind of like our financial picture: things can change REAL fast, and before you...

Autumn is here, and in some parts of the country, apparently that already means snow...Weather is a close second to "life" in terms of unpredictability.So I think that means two things:You should always carry an umbrella.Your life insurance policy should be clear and...

Yes, there is chaos in the political world. Since it's not related to our vocation around here, I'll withhold comment, and let's move on to a happier conversation.Paying for college.(Yes, that was sarcasm.)So much ink (and an abundance of pixels) has been spilled over...

You probably already know this.If you've ever faced the pain of climbing out of the hole of an IRS debt, then you also realize that you get on all of the databases for debt consolidation and an abundance of over-aggressive marketing companies who want to take...

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my Southern California clients are doing all four, which is always wonderful to see.The last one, investing, is the one I want to focus on today. I talk a great deal...

Technology has certainly shifted our society over the last 15 to 20 years -- you can see it right here in the Southern California area.So much so, that it's time we discuss estate planning with a technological twist.Before we get there though, may I offer you this...

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It's hard to say.But one thing is clear: basing your peace of mind on market signals is no way to live.That said, I'd love to see my Southern California clients...

Unfortunately, this is a follow-up piece to some advice I shared in the spring -- March to be exact.When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it's also equally unpredictable. And that...

With Labor Day behind us, fall is just around the corner.(And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.)Now ... fall. This can be a happy...

We hear from clients, Southern California business owners and families all the time who are facing a MOUNTAIN of stress over their finances.Because the fact of the matter is that when you are facing IRS debt, you're likely also facing many other kinds of debt.But the...

Many of our Southern California clients are married. What I have to say today is still relevant, conceptually (and even in some of the details).So don't skip on by.As I have talked about before, estate planning is something that many families continue to neglect.I'm...