Family Finances

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Back to School- Money 101 for Parents

It's back-to-school time! Take this four month Money 101 for Parents challenge and make the rest of this year count.

Inheritance- The Taboo Topic

As part of my client’s financial planning process, we discuss retirement and even the taboo topic of inheritance. There are […]

Don’t Miss the Journey to Financial Freedom

Is the freedom that money buys worth the sacrifices you make to reach this freedom?

“What is important in life […]

Time to Buy Real Estate?

Time to Buy Real Estate

Market uncertainty, record low interest rates, lack of housing inventory, signs of economic recovery, increasing rents… […]

Why Nobody Should Have a 529 Plan

Saving for college is a daunting task for parents. Here is why to NOT use a 529 plan.

Affording Childcare

For most dual income families,  childcare is often the second largest monthly expense for families (#1 is housing).  If you […]

How Strong is Your Money Relationship?

Money touches almost every decision a couple makes. Whether you ask “What’s for dinner?”, or “Which movie do you want […]

Cost of Food: Eating up your budget?

Family Food Budget

One of the wonderful things about living in the Bay Area is the excellent food.  But spending at […]