Category: retirement planning
Financial Advisor in Santa Rosa: Want to Retire Early?
Can you retire early? It depends… With all that’s going on in the world (e.g., pandemic, political unrest, working from […]
Safeguard Your Heirs in Retirement
Parents often ask me how they can take care of their kids after they pass away. Understandably, they want to […]
Protect Your Retirement Savings in Troubled Times
Reminders are everywhere from the grocery aisle to gas pumps: This is a challenging phase of market history. The growing […]
Financial Planning in Sonoma County: Tips for a Successful 2022
You just closed the books on 2021. 2022 is underway! It’s important to put financial planning for this year at […]
How to Get the Most Out of Your Retirement Account
When was the last time you logged into your retirement account’s online portal? Odds are, it has been a while. […]
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 […]