The Diligent Squirrels
It’s been seven years since I first met the Squirrel family, who live in San Francisco, have three children, aspirations of the best education for those children and a strong desire to be homeowners. With all of these goals, they seem to make the improbable possible. A family needs to make more than $250,000 per […]
What You Need to Know About Credit
Financial advice and credit advice are not always the same. Financially, it might make sense to transfer a high interest credit card balance to a 0% APR credit card, but this may not make credit sense. Before becoming a financial planner, I knew little about credit other than you needed it to get credit cards […]
How to Be Financially Prepared
The Boy Scouts say, “Always be prepared.” When you become a parent, this takes on a whole new meaning and creates a slew of new found responsibilities. Most of us learn the hard way to have a well-stocked diaper bag and snacks at all times. But we also feel the weight of financial responsibilities we […]
