Further Reading
Learn more about your financial interests. Browse our published articles for comprehensive financial education.
Christians Celebrate Planned Giving
In 2000, religious Americans gave almost four times more money to charity as their secular neighbors and volunteered more than…
Accounting for Your Financial Plan
Expect income statements, balance sheets and statements of cash flow not just in business and rental financial statements, but in…
Divorce Planning Challenges
Stable marriages finance families; financial disputes disrupt. 43% of first marriages fail in America. As a widower and divorcee…
Getting Drunk on Debt
Calmed with numbers, the beady-eyed accountant turned off lights to concentrate on the bottom line, red or black: “Sally, you owe…
Planning for Deficits with Trump and Harris
Behold: the CFP as economist advising you! Your psychology and economic perspective define your plan but the planner shares…
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…
Your Home, Your Wealth and Your Life Plan
Homeowners pay down mortgages over time and benefit from leveraged investments. (Photo via Shutterstock) “You don’t want to have so much money...
Life Insurance: Who Needs It?
Life insurance agents somehow think that life insurance is the ultimate solution to family financial planning. As a former Primerica Financial…
Diversify Stock Rabbits with Bond Turtles
If stocks perform like hopping rabbits, who needs sluggish bonds in the Santa Cruz Mountains? The answer lies not in market timing but numerous…