Further Reading
Learn more about your financial interests. Browse our published articles for comprehensive financial education.
Landlord Tax
Chairman Mao once paraded landlords before crowds to their deaths and many today would confiscate landlord’s control over property…
Entrepreneur Tax
Starting one’s own business is an archetypal American dream and I have personally prepared Schedule C proprietorships as…
Home Finance for San Lorenzo and Scotts Valleys Today
Low supply and high demand explain pricing: rapid industrial expansion with high salaries impacts housing while zoning ordinances limit new…
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.
Financial Therapy: On the Couch for your Planner
With culture and psychology preceding economics, we ask if money brings clients freedom, power guilt, social connection…
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.
Success in Business and Realty
Venturing forth in business and realty has inherent risk, but also great potential for success. Learn about some of the associated costs and benefits of these ventures and how expertise can benefit you.
Financial Coaching: Helping You Budget and Meditate to Meet Life’s Worthy Goals
I help money deniers consciously track their finances so they are awakened. Find out why this is one of the single-most powerful tools I use.
Fiduciary Compensation
Compensation on the retainer method falls in line with the CFP Board’s standards of “duty of care” and “duty of loyalty.” Learn about the advantages of this method and why I choose to be fee only.