Latest Articles

Last Updated on January 29, 2025 Capital gains vs. ordinary income – do you know the difference in how they are taxed?

You have your homeowners insurance in place, but what about earthquake insurance? Is earthquake insurance worth it?  Your typical homeowners insurance policy

Dividend investing is one of the most misunderstood parts of investing. As a financial planner, I’ve been in many meetings with prospective

Last Updated on May 3, 2022 “Financial institutions reported a total of $1.7 billion in suspicious activities in 2017, including actual losses

It’s a popular question – “Why should I hire a fee-only financial advisor?”  Maybe you shouldn’t hire a fee-only financial advisor. Seriously,

Last Updated on May 3, 2022 Your loved one is in the hospital. What do you do? How do you navigate the

Car insurance is important coverage because not only can it protect your car, it can also help pay for another person’s injuries

Last Updated on May 3, 2022 Homeowners insurance is important because it’s often protecting someone’s most valuable asset – a home.  Unfortunately,

Last Updated on May 3, 2022 Umbrella insurance is one of the least talked about insurances, which is highly problematic. Umbrella insurance

Educational and Thoughtful Content To Your Inbox