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Coronavirus March 16, 2020

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Pay Yourself First February 19, 2020

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The 5 Basics of Financial Literacy January 10, 2020

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Holiday Shopping and Information Security December 2, 2019

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2019 Giving Trees are Here! December 2, 2019

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Thanksgiving Tips & Tricks November 5, 2019

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Kids Free San Diego October 16, 2019

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Three Key Steps for Female Entrepreneurs October 16, 2019

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Our Story September 11, 2019

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The Impeccable Irene September 4, 2019

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6 Tips to Prevent Fraud

paying online with a credit card

6 Tips to Prevent Fraud Fraud is on the rise, but you can protect yourself! As a society, we have come very far in the last 50 years. As we look at the world today we have gas-less cars, smartphones, high powered laptops, artificial intelligence, smart homes, fingerprint and facial recognition and so much more. […]

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 […]

Market Volatility: 3 Steps to Keeping Calm

stocks

It is well known that the stock market goes up, and the stock market goes down, but investors are supposed to keep their wits about them and focus on their long-term goals and hold steady.  But it can be hard to sit idly by and watch volatility in the markets—and in your portfolio—without thinking this […]

Beyond Resolutions: Keeping your Financial Paperwork in Order

Beyond Resolutions Keeping your Financial Paperwork in Order New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important documents—whether electronic or on old-fashioned paper—can make your financial life easier.  If this is the year you said you’d finally get organized, or […]