Category: financial planning
4 Key Elements to Protecting Family Wealth
It’s a fact: 70 percent of family wealth disappears in the next generation and a whopping 90 percent evaporates by […]
What Do You Really Know About Your Financial Advisor? What Should You Know?
Before you see a doctor, be it for a routine checkup or a major surgery, chances are you asked a […]
How to Plan for Rising Healthcare Costs in a Sonoma County Retirement
The cost of healthcare has increased enormously over the last few decades. To say that healthcare prices far outpace inflation […]
8 Retirement Surprises That Can Catch You Off Guard
A Sonoma County retirement can be a wonderful thing. But it takes careful preparation. Sonoma County is one of the […]
Are You Leaving a Legacy or a Tax Burden? 6 Estate Planning Strategies
Even the best intentions can be derailed by taxes. When planning your retirement tax strategy, many people forget to take […]
How to Teach the Next Generation About Financial Planning, Wealth Management
Teaching your children and grandchildren important financial planning lessons doesn’t have to involve a complicated, serious, sit-down conversation. In fact, […]
Inheritances: Financial Planning Tips for You and Your Beneficiaries
Inheritances are a way to transfer wealth when you’re gone, be it to the next generation, a charity, or friends […]
Financial Tip: Opening an Account for Your Child
For many parents, the rising costs of college are a primary financial concern. Tuition, housing and school supplies are all […]
How to Plan a Sonoma County Retirement as a Stay-at-Home Parent
If you weren’t a stay-at-home parent before, the COVID-19 pandemic may have changed that. Regardless of how you got there, […]