Latest News

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

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 […]

Dirty Dozen Tax Scams to Watch Out For

working on a laptop

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ Identity Theft Using your personal information, an identity thief can file a fraudulent tax return and claim a refund. If you’ve been a victim of stolen personal information, you […]

Surprising things medicare doesn’t cover

Senior backpackers

Surprising things medicare doesn’t cover According to recently published retiree healthcare cost estimates,1 a 65-year-old couple in 2018 can expect to pay $280,000 in healthcare costs in retirement. That’s a 75% increase over the 2002 estimate of $160,000. As healthcare costs continue to rise faster than the rate of inflation,2 many retirees find themselves facing […]

Tackling Tuition

couple with investment advisor

  As an involved parent, you are committed to providing your children with the finest education possible. The best way to help ensure that you will be able to afford the ever-increasing cost of college tuition is to start investing toward college savings today. I can help you understand your investment options and how starting […]