Popular Topic(s): Financial Planning
Attractive vs. Ready—Is Your Company Ready to Sell?

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…

The Top Three Expense Categories You Should Review to Save More Money

“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,…

What is a Financial Plan, and Why Should You Build One?

 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…

Sailing Into Retirement—A Safety Checklist

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…

What to do When You Receive an Inheritance

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…

Financial Tips for the Great Resignation

“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…

Five Documents to Begin Building Your Estate Plan

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…

Global Market Analysis with Charles Schwab’s Jeffrey Kleintop

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…

The Top 3 Questions to Ask Before Choosing a Financial Advisor

There are many reasons you may be ready to partner with a financial advisor. You may have even narrowed down a few firms based on…

New Year, New Budget: How to Build Financial Independence

Did one of your New Year’s resolutions include a significant financial goal, like buying a home or investing for the first time? The beginning of…