10 Ways To Improve Your Financial Wellness
If you’re looking to improve your financial wellness, it can feel like a tall order. Taking on any challenge is daunting and…
Retirement Planning Questions You Need To Ask
Retirement planning is a process, not an event. Asking yourself these questions will help you stay on track. Now that our taxes…
Student Loan Debt – 5 Things You Need To Know
Student loan debt is on the rise and the numbers are staggering. Total student debt is approximately $1.38 trillion and is second…
David’s Personal Finance Q&A – January 2018
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…
Credit Card Debt Hacks: Take Control Of Your Finances Today
Credit Card Debt: The Enemy of Financial Success Credit card debt is the enemy of financial success. Not all debt is created…
David’s Personal Finance Q&A – November 2017
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…
7 Essential Questions To Ask Your Financial Advisor Today
Working with a financial professional is a key step in managing your wealth. These questions to ask your financial advisor are critical…
David’s Personal Finance Q&A – February 2017
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…
5 Misconceptions Putting Your Finances At Risk
The financial world can be complicated and there is always more to learn. Not only is there a staggering amount of information, but the…
CalSTRS Won’t Be Enough For Retirement
CalSTRS won’t be enough for your retirement and I know that sounds harsh. While having a pension can bring a sense of…
How To Make Smarter Investing Decisions
Investing decisions can be hard with all of the noise out there. As a financial advisor, I’ve seen the damage caused when…
Why Teachers Should Review Their 457 Plan Today
If you’re a school teacher, you’ve got a lot on your plate. Reviewing your 457 plan might not be high on your priority…