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Inflation is real and it’s here. The 5.4% rise in the Consumer Price Index over the last year is the highest in 13 years. You notice inflation’s insidious impact every time you fill up your tank or buy a cup of coffee. READ MORE

Are you thinking about buying your first home or moving up into a better home? 
Most of my clients #1 expense is their housing. Buying (or upgrading) a house is a big decision that comes with a lot of peer pressure. READ MORE

While the market continues to reach all-time highs, it won’t always be that way. 
When the market goes down, it’s easy to let your lizard brain corrupt all your investments and ransack your returns.READ MORE

Have you considered moving to a new state?
Many of my Californian clients are jumping ship due to high taxes, high cost of living, remote work, and several other factors. When you’re deciding to move to a new state, there are many things you need to consider. READ MORE

You’ve likely heard the term ‘supply chain’ moreover the last few weeks than over the last year. And most of us are wondering what it means for our investments (and holiday shopping lists).
If you don’t understand the parts of a supply chain, you won’t know how it works together.READ MORE

Nobody likes paying taxes. So there’s a lot of hoopla about Biden’s new proposed tax code. 
But are we paying more taxes than people 50 years ago? 
When you dive deeper into it, we’re at the same tax rates as we were a long time ago.READ MORE

The pandemic reshaped a lot of people’s retirement plans. Some anticipate a lower standard of living in retirement. Others have become more risk averse in the market. And 62% of retirees and near-retirees have cut spending to have a larger nest egg. READ MORE

When you’re searching for a financial advisor, there are several questions you want to ask to make sure they’re the best fit for you. 
Because handing your hard-earned money over to someone else is an important decision.READ MORE

There are 7 common money lies we tell ourselves that drain your wallet, delay your retirement, and place unnecessary stress on your shoulders. Even financial advisors believe some of these money lies. READ MORE

We all have both an emotional and rational mind. Which one should you trust when it comes to making smart financial decisions? 
You can make a case for relying on either your emotional and rational mind.READ MORE

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