I was intrigued this week when a story in my newsfeed headlined, “Americans’ love affair with pickup trucks might be derailing their retirement plans” popped up
Today, Frank Sinatra joins the illustrious group of people who I think might have something to offer the world as a financial planner in addition to his other
Everybody is trying to get an edge on the market and predict what it will do leading up to and after the election in November. Like many advisers, I’m getting
If we see each other in late December, you might want to wish me a happy birthday but today’s message is meant for ‘the other Warren’ in the investment world
Last week I wrote about the idea that a bubble might be forming in the stock market. This week I’d like to delve into some of the reasons I’m concerned.
The retirement savings crisis has been growing for several years. The COVID19 pandemic is accelerating the impact.
One factor is increased unemployment and
Warren was quoted in a Bankrate article regarding Social Security spousal benefits. Follow this link to read the article: Social Security Spousal Benefits: Here
My business group uses July to take a midyear checkup. We look at our budgets, planned projects and keep one another accountable. 2020 has not been the year
It has been an interesting few months.
I struggled through the early parts of the pandemic with a sense of isolation and the disruption of everyday life. The
My great aunt Irma was quite well off, living in a small grove in Orange, California next door to entertainer José Feliciano. We visited her every few years and
