In my 40 years of tax and financial planning, I don’t think I’ve ever seen a client sit in my office and say, “We really need to talk about my insurance. Although the focus is usually on portfolios, social security and withdrawal strategies, insurance issues also deserve special attention. WithRead More →
Cryptocurrency assets are here to stay. Bitcoin, Ethereum, Dogecoin, Litecoin, Ripple…. There are several thousand options currently available, and new ones are released almost daily. They are not a fad, nor a Ponzi scheme – if chosen wisely. The reality is that crypto assets are real and deserve a placeRead More →
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Financial planning isn’t just for the rich, especially if you live in California. Many people think that this is only for the wealthy and their families, and that because their estate is not complicated or very large, financial planning would not benefit them. Most likely, this mindset is incorrect. ARead More →
All work and no play makes Jack a very boring boy. It is important to have fun and set aside time for travel and leisure for balance. This article discusses the importance of incorporating travel and leisure activities into your planning and provides interesting personal and business travel trends. LivingRead More →
Owning a successful business is a constant exercise in planning. Many successful business owners have already engaged in personal financial planning, including investing and providing financial security for themselves and their families. However, fewer business owners have created a business continuity plan. A business continuity plan includes strategies and actionRead More →
You can’t have a financial plan without a financial plan, but you don’t need a … [+] written plan for ongoing financial counseling. Getty Do you need a financial plan? Maybe not. A complete written financial plan is a solid analysis at any given time. This differs from the generalRead More →
A financial plan is a complete picture of your current finances, your financial goals, and all the strategies you have set out to achieve those goals. Good financial planning should include details about your cash flow, savings, debts, investments, insurance, and any other part of your financial life. What isRead More →