YEAR OF THE MONKEY 2016- ANYTHING CAN HAPPEN
Do not waste your time planning out every detail of your life this year! The influence of the Monkey puts everything into flux. The Monkey is witty, intelligent, fast-moving and interested in new discoveries. This is a sharp contrast to the peace, tranquility and harmony of the Year of the Sheep to which we say […]
Surviving the Cost of Kids
It is hard to save money when you have kids. The cost of full-time childcare so that both parents can work is astronomical. Adding to those fixed costs are all the extra expenses like activities, camp, baby supplies, toys, birthday parties and even an extra seat on the airplane while travelling. Having kids is expensive! […]
Credit Cards: Friend or Foe
With today’s perks, credit cards can help you earn free flights, hotel stays, gift cards and give you actual cash back. The average cardholder has 3.7 cards in their wallet and carries a balance of over $4,800. Racking up credit card debt can be like putting on holiday pounds; it is quick and can be […]
Take A Paid Vacation
For most homeowner’s in the Bay Area, your home is your largest asset. The great thing about owning a home from a financial perspective is that it is an appreciating asset (goes up in value over time) from which you get utility (you get to live in it!), and you get a tax benefit from […]
Listen to Your Father
I had the privilege to sit down and speak with the father of one of my clients, who has been very successful in his financial life, and to get his words of wisdom on how to build a solid foundation for a young family’s finances. There was a consistent thread that wove throughout our discussion; […]
Simple Personal Finance
Money is a heated subject matter. It can bring up feelings of shame, regret, anxiety and even guilt. If you feel any of these, you need to reframe how you see money and start to view it as a tool to get you to where you want to go. Instead of putting or keeping your […]
Prepare for a Wild Ride- The Year of the Horse
The Year of the Horse is expected to be a year of high energy, self-improvement and unexpected adventure. Prepare for a wild ride in 2014 and know what this year will bring for your finances.
Money Management On The Go
Five easy steps to On-the-Go Money Management for families that want to know where their money is going.
Surviving the Cost of Kids
It is hard to save money when you have kids. So how can you survive and save while your children are young? Here are my Top Four Action Items to get you saving during the cash crunch years of early childhood.
Men & Money
Money causes more fights between couples than children and sex. I have found that most of these money fights stem from a lack of communication and understanding of a partner’s actions and priorities. Good news! You can build a bridge across the chasm of money mysteries and woes. Here are five keys to understanding Men […]
