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

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Small Business Relief March 30, 2020

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A Letter From Jennifer March 30, 2020

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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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Senior Meal Sites: Donate to the elderly this holiday season

seniors dancing

Senior Meal Sites in Washoe County Donate meals to the elderly this holiday season. The Holidays always make me wonder who has less; who is alone; who is in need? Often, we think about children during this time of year and whether the magic of giving is reaching them. We don’t typically think about our […]

 How Social Security Benefits are Taxed

World map made of US cent coins

Dear friends! Despite adjustments to income tax brackets and rates under the recently enacted tax reform legislation, an increasing number of retirees find 50% of more of their Social Security benefits subject to federal taxes. That’s because the income thresholds governing the taxability of Social Security benefits have remained static for decades and have not […]

Want to Retire Tomorrow?

I tell members they ­might be able to, but it depends on how much money they want to live on.  Some people prefer to work longer so they can have a higher income; others are willing to live on less if they can retire earlier.  That’s why financial planning is such an individual process. Setting […]

The Backup Plan

I was asked a question I had never heard the other day.  A member asked me how to invest, knowing the world will end in 2012.  I was stumped for a minute, and then I said that if the world is going to end in 2012 he may as well spend all his money now.  […]