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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What are Exchange Traded Funds(ETFs)?
In recent years the Exchange Traded Funds have gained so much popularity, find out what are their fundamental features and their brief history

Why invest in Exchange Traded Funds(ETFs)?
Low Expense Ratios, More Tax Efficient, Transparency, Liquidity and much more, understand the main benefits of investing in Exchange Traded Funds.

Cost of Investing In Exchange Traded Funds
What are the various costs associated with investing in ExchangeTraded Funds and why do they cost less than most mutual funds out there?