I now ask planning clients about time more than work cessation after 65. Sadly, my father just disappeared into television and disease quickly with…
Planning for Longevity
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Retirement & Education Articles
Tax Dimensions of Retirement Savings
Once standard, today government employees and 15% of private workers get Defined Benefit Plans with slow vesting and definite formulaic retirement…
Decoding the College Cost Conundrum
University of California Admissions estimates yearly prices one must pay: $15k to 30k in tuition plus $25k of living expenses. In 2022, the US…
Long Term Care: Hazards and Strategies
As my parents suffered lingering deaths from cancer and Alzheimer’s, they appreciated long-term care insurance, and their purchase enlarged my…
The Rule of 72
Old as the Renaissance, this simplified rule should be shouted from rooftops, emblazoned on blimps and taught in every schoolroom.
Employee Stock Options Bring Wealth and Tech to the SC Mountains
Employee Stock Options Bring Wealth and Tech to the SC Mountains FEBRUARY 29,...
Financing Home Care in the Santa Cruz Mountains
As a paraplegic planner, I have faced the need for part-time in-home assistance while simultaneously having the CFP financial expertise.
Retirement: Is That Really Your Plan?
Can you envision your future in ten years? Twenty years? Forty? The best time to start planning for retirement is now. Read on for how a financial planner can help create your ideal future.
Planning for Bliss: Marriage, Housing, Children, and Education
Planning for future moments is what makes them possible and all the more enjoyable. What goals have you set that we can help you accomplish? Read on as I describe how life planning makes it all possible.