Three years after the landmark “Setting Every Community Up for Retirement Enhancement” or SECURE Act passed in 2019, Congress has implemented new changes in what’s…

Retirees Returning to Work: Have You Considered These Three Factors? A second-act or encore career is a common pursuit of retirees or near-retirees following decades…

An entrepreneur who buys businesses from retiring owners recently shared his methodology for business valuation with me. The concept of business attractiveness and readiness in…

“Skip your daily coffee run.” “Pack a lunch.” We’ve all heard money-saving tips like these, and while small, daily practices can save you some money,…

We’ve all thought about what we want to achieve in life, but applying strategy and discipline to reach those goals can be challenging to do…

If you have ever been sailing on San Diego Bay, you know how peaceful it can be on the water, with only the wind in…

As we go through life, finances can become more complicated. We like to be good stewards of our hard-earned money as we strive to save…

“The Great Resignation,” also known as “The Big Quit,” is a phenomenon that has many workers resigning from their jobs after months of being at…

Sound financial planning includes preparing for the present, future, and the unexpected. Similarly, an estate plan can help protect you, your family, and your assets…

In our recent Market Updates webinar, we welcomed guest Jeffrey Kleintop, senior vice president and chief global investment strategist at Charles Schwab. We discussed where…