Financial Planning

Building Lasting Relationships

The most successful financial planning focuses on building lasting relationships. We strive to develop long-term collaborative relationships with our clients, based on mutual respect. So, your success becomes our success. Certified Financial Planner practitioner Jim Mailliard shares a recent experience to illustrate this point. In this brief video, he talks about mentoring young men battling [...]

By |2019-08-14T13:59:44-07:00June 3rd, 2019|Financial Planning, Video Blog|

Should Millennials Rent or Buy?

When choosing between renting or buying a home, only 37 percent of Millennials today opt for ownership, according to a report from the Urban Institute. That’s 8 percentage points lower than the two previous generations at the same age (24-35 years). Reasons range from personal preference to economic reality, or a combination. Should Millennials rent [...]

Create Your Life Map

Wouldn’t it be great if life came with a map and instructions? When you’re setting goals, how do you plan to get from point A to point B? In this brief video, Financial Planner Patrick Eng talks about the benefits of having a life map (a.k.a. financial plan) to help you navigate life’s ups and [...]

By |2019-08-14T13:59:45-07:00April 8th, 2019|Financial Planning, Video Blog|

Five Minute Gift

One of the favorite gifts I received last Christmas was The Five-Minute Journal by Alex Ikonn and U. J. Ramdas. With this simple book, I begin and end each day by writing down daily goals, personal affirmations, “amazing things that happened today,” and areas for improvement. This daily five-minute gift to myself has been beneficial [...]

By |2019-08-14T13:59:45-07:00March 31st, 2019|Financial Planning|

Financial Planning Goes Beyond Numbers

During my 20-year career as an advisor, I have learned that so much of helping clients with financial planning goes beyond numbers. Early on, I thought this business focused primarily on spreadsheets, trading, portfolio performance and understanding the global economy. Those things do play an important part in my day-to-day work, though they are not [...]

By |2019-08-14T13:59:46-07:00March 11th, 2019|Financial Planning|

Save More for Retirement in 2019

The U.S. Treasury Department recently announced inflation-adjusted figures for retirement account savings. That means you can now save more for retirement in 2019. Individual Retirement Account (IRA) contributions up to $6,000 are allowed in 2019. That’s a bump of $500, after six years stuck at $5,500. The annual contribution limit for employees who participate in [...]

By |2019-08-14T13:59:46-07:00February 18th, 2019|Financial Planning, Retirement|