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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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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 […]

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 […]

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 […]

Saving? Ain’t Nobody Got Time For That

In last week’s blog, I told you about my money-savvy friend who tells me how to make millions, and how I have a bit of a hard time getting started. Well, the first hurdle was hurdled last week – it’s not too good to be true as we saw with an example of the power of compounding interest.  In this week’s edition, I am going to […]