Charitable Giving & Taxes- What you need to know

Around Thanksgiving and the calendar (and tax year) end is when commercials and requests for donations tend to really pick up. Most people I talk to wish that they could give more financially to the causes they love but given the high cost of living and high taxes most people feel they cannot afford it. […]

Financial Activism

News Flash: It is expensive to live in the Bay Area. For most families with young children, every dollar is needed to live the life you want to live. There are the basic needs, and then add on childcare, home improvement, taking a vacation, saving for retirement and maybe putting aside something for college. What’s […]

Three Cheers for Year of the Rabbit

For most clients that I worked with over the past year, 2010 has been a turbulent year full of both highs (new babies, new jobs) and lows (home value declines, pay cuts). And if you follow the Chinese Zodiac calendar, this is not surprising since it was the Year of the Tiger. The Year of […]

How to Prepare for the Long Road Ahead in Uncertain Economic Times

On August 8, 2011, the S&P lost 6.7% of its value, and most investors are still suffering from whiplash caused by the market’s ups and downs last week. Whether you watched your portfolio plummet, saw the drop as a good time to buy, or sat on the sidelines stunned, I have some advice… take a […]