Blog

Life Transitions

Should You Pay Down Your Mortgage Before Retiring?

There is no blanket application to the rule of thumb. Even though conventional wisdom says that we pay off all debt before retirement, we need a process that considers our unique situation as there are many factors at play.

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Happenings

Finding Your Tribe. How book club changed my life?

Some books came at the right moment & taught me what I needed to learn. Others prepared me for what lay ahead. It is as if these books became a guiding force. Sharing with you a few we read and what I learned.

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Retirement

The Essential Retirement Checklist

As your 62nd birthday approaches, the dream of early retirement may be a possibility. Consider your financial position to be sure you can afford to walk away from the nine-to-five routine

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Wealth Management

It’s a season to do some Tax Planning

The Tax Cuts and Jobs Act, commonly known as #TCJA enacted in 2017, will come into force when we file our taxes for the year ending 2018.  Few key highlights for individuals to do their tax planning

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Happenings

California Wildfires – When Disaster Strikes. What are you going to do?

The wildfires have increased in frequency and damage caused. How can we prepare and what to do if we are evacuated?

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Investments

Rising interest rates, Market in correction mode and much more

Updated Weekly, see a quick roundup of major indices by the numbers and what is moving the markets

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Wealth Management

How can we apply KonMari – The Japanese Art of Tidying Up to our finances?

The instant bestseller of The Japansese art of Tidying Up : has lots of tips and tricks to dclutter our homes and life in process. How can the investors apply this method to their financial lives

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Life Transitions

Teenagers will be Teenagers! How to increase financial literacy among them?

Teenage years can be an exciting time in our children's lives. They are becoming more independent. It is important we expose them to financial concepts early on.

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