February 10, 2024
Keeping track of all of your accounts can be hard. If you have changed jobs recently, did you remember to rollover that old 401k to the new employer??
February 7, 2024
Business Interruption Insurance
As an advisor to small business owners, I look at all components of your business to see where the blind spots are. Business interruption insurance is one area that is commonly overlooked.
January 27, 2024
January 14, 2024
Without an estate plan in place, your assets will have to go through probate court. California has one of the highest probate fees in the country.
January 13, 2024
Bitcoin ETFs were just approved by the SEC, and the price of Bitcoin has been rising since Oct'23 in anticipation. Advocates of Bitcoin claim that this is proof of the demand from the investing public for access to Bitcoin. They say this is the future of investing.
January 6, 2024
Planning For A $300,000 Investment
Have you ever wondered about the financial commitment of raising a child? According to a 2022 study from the Brookings Institute, the estimated cost is $310,605 before college.