Aug 29, 2024 | Weekly Wrap-Up
Last week we focused on the state of homeowner’s insurance in California. This week, let’s look at some steps a homeowner can take to prevent their insurer from issuing a non-renewal or cancellation of their homeowner’s policy. Insurers are now completing inspections...
Aug 23, 2024 | Weekly Wrap-Up
You read that right…we are in a CRISIS situation here in California when it comes to homeowner’s insurance. Major insurers are canceling existing policies, refusing to write new ones, or leaving the state entirely. Of the 12 insurers covering 85% of the market, seven...
Aug 9, 2024 | Weekly Wrap-Up
When I meet people who ask me “what do you do?” I’m proud to say that I’m a CERTIFIED FINANCIAL PLANNER™ and work with clients on an hourly basis providing custom recommendations. Hourly planners are different ~ we work with our clients the way a lawyer or therapist...
Jul 25, 2024 | Weekly Wrap-Up
Many individual investors are starting to feel anxious and nervous about the upcoming election. Already, the air is thick with speculation and debate. This election is starting out with a lot of turbulence. It seems every week there’s some new pivotal event...
Jul 18, 2024 | Weekly Wrap-Up
For the first time in almost 15 years, cash is no longer ‘trash’ – that is paying 0% – 1% yields. But for investors enjoying 5% yields on money-market funds, a Fed interest-rate cut is looming — most expecting the first decrease to come at the September meeting....
Jun 27, 2024 | Weekly Wrap-Up
Conducting a mid-year financial review is a valuable exercise to ensure financial stability and progress toward your goals. Here’s a look at some key aspects to consider during your mid-year financial tune-up: 1. Double-check Your Cash Flow Projections Actual vs....
