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September 14, 2015

Finally Some Good News!

Recently, we were all startled by the enormous drop in the stock market. As such drops always do, the event sparked doomsday talk and fears about our collective financial futures….

September 7, 2015

How to Limit Your Losses

If you’re like most people, you are feeling understandably worried about the recent drop in the stock market. You might be worried about your retirement plan, or you’re already retired…

August 24, 2015

What Is Your Life Expectancy?

Any time we sit down with a new client to plan their financial future, one of our main considerations is their life expectancy. Of course, we don’t have a crystal…

August 17, 2015

3 Ways to Save More for Retirement

You hear it all the time: Save all you can for retirement! But if you feel that you’re already saving as much as you can, does this mean you will…

August 10, 2015

August Newsletter

This month’s newsletter comes with a handy fire safety checklist, a challenging crossword puzzle, and a delicious recipe for tomato and sausage risotto. Click here to download and print!

August 3, 2015

4 Steps to a Stable Retirement

If you’re currently planning for retirement, you may be focused on reaching a certain goal for your retirement account. You should also be planning to pay off debts, or making…

July 23, 2015

4 Ways to Lower Your Medical Bills

As retirees face ever-increasing medical bills, we’re all looking for ways to cut costs. You can’t count on Medicare to pay for everything you need, and you’re not even eligible…

July 17, 2015

Sharpen Your Financial Skills After Age 60

As we grow older, most of us accept the fact that our bodies don’t perform as well as they once did. But for some reason, it can be more difficult…

July 10, 2015

Some Exciting News!

We’re excited to announce the results of the annual Best in East Bay readers poll! The Bay Area News Group conducts this poll each year, allowing local businesses in 100…

July 3, 2015

The Impact of Long-Term Care

Even the best-laid plans can go awry, and just one accident or illness can change our lives forever. Have you ever considered what would happen to you, and who would…