Author: Josalynn Kirby

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 […]

Withholding: Good Practices for Optimum Results

Sep 28, 2019
How do you measure the success of your tax filing? It seems to be a common preconception that success of […]

The Trust Mandate

Sep 28, 2019
The behavioral science behind how asset managers really win and keep clients. Review and Commentary of the book by Herman […]

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 […]

Help – I Received an IRS Notice!

Sep 28, 2019
Ah, summer — ‘tis the season … and I’m not talking about Christmas, but the season for receiving IRS notices! […]