Latest News

What You Should Know About the Stimulus Checks April 2, 2020

Read More

Small Business Relief March 30, 2020

Read More

A Letter From Jennifer March 30, 2020

Read More

Coronavirus March 16, 2020

Read More

Pay Yourself First February 19, 2020

Read More

The 5 Basics of Financial Literacy January 10, 2020

Read More

Holiday Shopping and Information Security December 2, 2019

Read More

2019 Giving Trees are Here! December 2, 2019

Read More

Thanksgiving Tips & Tricks November 5, 2019

Read More

Kids Free San Diego October 16, 2019

Read More

The Ultimate Guide to Penny Pinching

The Ultimate Guide to Penny Pinching

The Ultimate Guide to Penny Pinching How to be financially prepared for the holidays. I know some of you are going to think this is crazy, especially since it feels like we just entered our summer season, but the truth is that Christmas is 140 days away. We all know how quickly time flies and it will […]

Talking Finances with your Adult Children

3 young men

Talking Finances with your Adult Children Many of my clients have asked for helpful tips they can share with their adult children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. I know these conversations can be difficult to initiate, both for parents and children, and want to provide you […]

3 Tips for Budgeting Effectively

Budgeting is different for all of us. For some of us, we are looking for ways to whittle down debt in a more manageable way. Others are searching for ways to save to reach their goals. Some just want to be aware of their spending habits. Regardless of the reasons, budgeting can be beneficial to […]

How to Spring Clean Your Nest Egg

flowers

How to Spring Clean Your Nest Egg  Spring is almost here! We are so excited we almost wet our plants! This means bees buzzing, flowers blooming, sun shining, and yes… spring cleaning. Many people dread going through their house and throwing out old stuff, or even worse, hosting a yard sale! But we here at Great Basin have […]