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We are getting new cards! Help us choose by VOTING for your favorite by commenting... Read More July 19, 2019
It’s Disneyland’s birthday! We are celebrating with a HUGE sale! All 2-5 Day Park Hopper... Read More July 17, 2019
Vitalant has an immediate need for blood donors this July as the blood supply remains... Read More July 16, 2019
The moment you see the Christmas decorations coming out in stores (way too early) is... Read More July 16, 2019
Budget for the Holidays (yes, this early) July 16, 2019

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We are excited to welcome Reina, John, and Anna to the team! Read More July 15, 2019
Thank you to everyone who came out to our youth event yesterday! Read More July 12, 2019
For everyone traveling this summer, here are some great travel apps to help you out.The... Read More July 12, 2019
The Best Apps in Travel July 12, 2019

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It’s been a year since the Sparks Crossing Grand Re-Opening, and we can’t believe it!... Read More July 10, 2019

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 […]

Diversification in Market Volatility

When we see a change in our investments we may instinctively want to pull out of the market or sell under-performing investments as soon as volatility is seen on the horizon. However, taking yourself out of the game could mean losing out on potential opportunities and putting your savings at risk. The best and most […]

Six things to help you remain on track toward your financial goals

Have you determined what you want your money to achieve for you and your family over the course of your lifetime? That begins with determining what financial well-being means to you, establishing specific goals and maintaining a clear picture of where you are at any given time along the path toward your goals. Below are […]