Jul 13, 2023 | Weekly Wrap-Up
As a busy, independent professional juggling countless responsibilities and commitments, managing your finances can often take a backseat. You don’t know where to start. You get lost trying to fill in a spreadsheet your friend sent you. Or you don’t know who to talk...
Jun 29, 2023 | Weekly Wrap-Up
Key Takeaways Investment-grade bonds, US Treasury securities, high-yield bonds, floating-rate loans, and stocks of gold miners are among the income investments that may offer opportunities in the second half of 2023. Investing in a wide variety of assets may help...
Jun 22, 2023 | Weekly Wrap-Up
We were recently featured as an ‘Expert’ by WalletHub and provided our professional insights on who this type of card is best suited for, how they work, the different options for establishing credit and what you should know about these types of cards. A...
Jun 8, 2023 | Weekly Wrap-Up
Last month, insurance giant State Farm (California’s largest insurer) announced it would not issue any new homeowner policies in that state, citing rapidly growing wildfire risk. Days later, another major insurer, Allstate, stated that it had also stopped...
Jun 1, 2023 | Weekly Wrap-Up
So, your child has their college degree. Success! But now what? This is a tough economy with high inflation. For recent graduates, some have jobs, some don’t. Some may be underemployed, working at jobs they don’t particularly like as they begin their career path....
May 25, 2023 | Weekly Wrap-Up
Congratulations!! Your senior has graduated and will be entering ‘the real world’. Handling finances in the real world is very different than handling finances in high school. Once your child graduates, they need to make a plan for their future. For many students...
