1.  Think long-term. Where do you want to be financially in five, 10, or 40 years? If you constantly focus on what you want immediately,…

The final season of six years of Downton Abbey came to a close on March 6. This dramatic series introduced viewers to the upstairs and…

By Matt Ryan For me, 2015 was a very eventful year. I graduated from college in May, travelled to 17 countries this past summer and…

In our financial planning practice, clients who consistently and frequently review and update their finances do much better in reaching financial objectives and arguing less…

The Director of the Gary Anderson Center for Economic Research, economist Dr. Esmael Adibi was the entertaining and educational speaker for our Year in Review/…

As cybercriminals become increasingly savvy, individuals need to be equally vigilant to prevent becoming a victim of cyber crime. The piece below from Freedman Financial…

We want to share an article we’ve adapted from, “A Baker’s Dozen: 13 Smart Planning Moves” written by Charles Sherry, M.Sc. for Horsesmouth ®. Enjoy!…

Recently, bogus pleas from so-called individual “victims” on social media and crowdfunding sites like GoFundMe have increased, as well as predators looking to take advantage…

Living in San Diego County, we know that fire season is year round now, not just in November, and that our area is subject to…

We are sending along this column as we admire Warren Buffett for his investment skills and some of his common sense advice. Enjoy! BY DREW HENDRICKS…