I recently wrote an article summarizing my top 10 financial planning tips for success. The impetus behind the article was being asked to speak at my business school reunion at UC Berkeley. I have decided to explore each of the tips in more detail in subsequent articles. […]
In my work with financial planning clients, there are certain themes that occur over and over again. I’ve come to think of these themes as my wish list of top financial planning recommendations that everyone should address. […]
There is an old saying that “Cash is King”. Its origins are unclear, but it has been widely used in reference to the tendency of companies and households to hold excess cash in times of uncertainty or distress to preserve flexibility. […]
This is a great time of year to reflect on what’s important to you and what you’d like to accomplish in the New Year and beyond. I recently learned about Ted Leonis and his 101 List, a list of the 101 things he’d like to accomplish in his life. […]
One of the most divisive issues in couples’ relationships is money, so what better way to celebrate Valentine’s Day than to sit down with your loved one and talk about money in a calm, relaxed setting? […]
The holiday season is upon us. This time of year can be filled with lots of fun activities and positive emotions. However, it can also be a stressful time for many, running from one party to the next, trying to get it all done in time and wondering how you are going to pay for it [...]
As a financial planner, I often get asked by friends for advice on choosing a financial advisor. I thought I’d share a few resources with others who might be on the hunt for a financial advisor. […]
