Protect Archives | Page 3 of 5

Why Knowing Who Your Beneficiaries Are Matters

March 9, 2020

The SECURE Act has made this one question you want to know the answer to. Why? Because the sweeping changes […]

February 10, 2020

It happens. Life happens, bad financial decisions happen, credit card or loan payments are missed, and unfortunately, sometimes bad credit

September 11, 2019

As a financial planner, I am on the front lines to my clients’ interaction with money. I see the challenges

July 24, 2019

As members of the “sandwich generation,” many of our clients have parents who are at the age where financial scams

June 7, 2019

How did the new tax changes work out for you? Did you wind up owing more than you expected? Or

June 5, 2019

Interest rates are down to 18 month lows so it’s a great time to look into refinancing, especially if your

May 16, 2019

Education is the greatest predictor of longevity. We learned this at a recent talk called A Long Bright Future by

May 10, 2019

Having great performing investments won’t give you financial security if you don’t have a plan to protect them. If you

April 17, 2019

Did you know that women have just 32 cents of net worth compared to $1 for men? That is a

December 11, 2018

We recently reached out to Tara Coleman, Clinical Nutritionist in San Diego, California for ideas on how best to navigate