Author: Josalynn Kirby

The Thanks We Give Each Year

Nov 25, 2019
Whether it’s turkey or ham, cranberry jelly or sauce, stuffing or mashed potatoes, everyone has their Thanksgiving traditions. Each year […]

Responsible Investing, Positive Impact, Competitive Results

Sep 28, 2019
Responsible investing is on the rise and it isn’t simply about excluding “sin” stocks. It’s about investing to achieve both […]

Blueprints For Retirement Peace Of Mind — A New Case Every Month

Sep 28, 2019
A secure retirement doesn’t just happen—it’s the product of careful planning, strategic decisions and a disciplined approach. Here’s The Story…This […]

Case Study: “Years from Retirement, But Carefully Planning It Out” Blueprints for Retirement Peace of Mind — A New Case Every Month

Sep 28, 2019
This case study involves John and Amanda. John is age 52 and plans to work another 13 years. Amanda is […]

Things You Can Do to Prepare for This Year’s Taxes

Sep 28, 2019
The 2018 Tax Law changes have been a largely talked about subject during 2018 and into 2019 as people prepare […]

How to Choose the Best Financial Planner in Sonoma County

Sep 28, 2019
When it comes to your financial well-being, it is vital to choose the right financial planner. A few professional and […]