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Wednesday, September 29, 2021

Folsom, CA—the place I’m proud to call home. Our family and business have been nestled in the foothills outside of Sacramento since 1999. The quaint downtown and iconic Rainbow Bridge make for a picture-perfect setting. But...

Tuesday, August 24, 2021

We’re all juggling what feels like a million priorities. But really only a select few make it to the top of our priorities list. What tops your list? Family? Or maybe health or a sense of purpose? Although money likely...

Friday, July 23, 2021

After what 2020 threw at us, I think it’s increasingly clear to everyone that life is unpredictable and we don’t have nearly as much control as we think. In a year, we changed how we work, go to school, and even how we...

Thursday, June 17, 2021

Long-term care costs have risen dramatically across the nation over the last few years, and California residents are no stranger to the sticker shock that comes with the increased costs. In California, the average cost to care for a...

Thursday, May 13, 2021

Environmental, social, and governance (ESG) investing is a particular type of investing strategy that has grown in popularity with more socially conscious investors in recent years. ESG investing takes a broader picture into account...

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Friday, April 9, 2021

Recently, I started working with many of my clients’ children from the ages of 23 to 35 and older. I enjoy working with this group of young people because we can start implementing good habits early. These good financial...

Monday, March 22, 2021

Being a homeowner comes with much satisfaction—but a hefty price tag as well. And since most of us are unable to pay for a house in full, we are saddled with a mortgage as soon as we’re handed the keys to our new home. This...

Thursday, February 11, 2021

Tax season is here, but before you groan in protest, we’re here to help! We’ve created a thorough checklist to make your tax-preparation experience as smooth and simple as possible so you can get back to doing what you love...

Tuesday, January 26, 2021

2021 is technically the year of the ox, but let’s make it the year you fulfill those financial ambitions. Where do you start? Reviewing your financial plan in the new year is a good starting point. As life happens, your financial...

Wednesday, December 9, 2020

Happy Holidays, this year has been a year to remember and appreciate what we are all able to adjust to. I wanted to take a moment before we wrap up this year to wish you and yours a happy holiday and a refreshing new year! The holiday...

Wednesday, November 18, 2020

If you feel like someone tossed 2020 in a blender, pressed start, and threw everything in an uproar, you’re not alone. Most, if not all of us, have experienced canceled plans, work stoppages or adjustments, complicated family...

Monday, October 5, 2020

It might surprise you that it wasn’t until the Equal Credit Opportunity Act of 1974 that women could participate equally in financial transactions. Prior to that, it was fathers or husbands that had to cosign for a woman just to...

Thursday, September 17, 2020

If 2020 has taught us anything, it’s that life is full of unpredictable events. If you start thinking about everything that could go wrong, you’ll give yourself gray hairs and a hefty dose of anxiety. That’s where...

Wednesday, August 12, 2020

No one expected 2020 to look like this: a global pandemic, increased market volatility, and political uncertainty; and that’s not even all we’ve encountered! First and foremost, the coronavirus crisis brought about drastic...

Monday, July 6, 2020

We’ve all heard the saying “Hindsight is 20/20.” It shouldn’t be news to us that in the midst of a situation, it’s hard to see clearly, and that it’s only when you look back on it that you have a...

Thursday, June 11, 2020

Don’t you wish you could feel unquestionably confident about your finances? You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you financial success. And while...

Thursday, May 14, 2020

By Jim Callens Up until now, a global pandemic probably sounded like something that only happened in movies. Uncertain times?—more like scary or downright panic-inducing. In the midst of unprecedented volatility regarding the...

Saturday, March 28, 2020

We are living in unprecedented times, with hourly briefings and updates that cause many of us to panic or at least lose sleep at night. We get it. Life is going to look very different for a while. Thankfully, one thing that won’t...

Friday, March 13, 2020

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like...

Tuesday, March 3, 2020

My decision to become a financial advisor wasn’t just a shot in the dark; it was deeply personal. When I was 18, my parents had to auction off the farm that had been in our family for two generations due to financial problems. It...