Would you like to clearly visualize your financial situation and see possible shortfalls, pitfalls, surpluses, and/or areas that may need immediate attention? Could you benefit from knowing that you are, or are not, on track to achieve financial independence? If you answered “yes” to either of these questions, I may have just the report you […]
Now Available: A Written Personalized Financial Plan Read More »
Every year, I ask my clients a question: “What was your largest expense this year?” The response is somewhere between ‘auto expense’ and ‘mortgage expense,’ but I do occasionally hear ‘food and entertainment expenses’ top the list. However, it is rare when someone states that ‘taxes’ are their number one expense. So, ‘if’ taxes
Like Your Tax Bill? Read More »
I don’t like rainy days. Heck, I don’t even like overcast days. I don’t like them because—growing up in Southern California—I am fixated on summer activities like boating, swimming, biking, and camping…all outdoor fair weather activities. Ask my sister, who used to live in Seattle, how much fun 30 continuous days of grey skies can
Rain or Down Markets? Read More »
Please make note of my new address!! 3436 N. Verdugo Rd. Suite 210 Glendale, CA 91208 All other contact information is the same!
