On a recent trip to New York City, on a …
What is the Real ID and Do I Need One?
This holiday season, our relatives from Northern California visited their …
WANTED: Stability
This blog is about a current social problem: school-aged children …
Retirement leakage could be the worst kind of leak…
One of my passions is retirement savings. From my very …
Good Planning Leads to Personal Peace
This weekend I had the pleasure of attending our son’s …
Card Case or Wallet…
Every Saturday, I enjoy reading the Wall Street Journal. A …
In Search of Winter
Through my involvement with the UC Irvine Merage School of …
Having It All: A Good Education and a Home
As a Certified Financial Planner™ professional, I help my clients …
Can’t stop the planning!
I have a passion for planning. I think I have …
How Much Cash Do You Need?
We all need access to cash! If you are thinking, …
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