Preparing Teens for Financial Adulthood

by Craig Walker on

Preparing Teens for Financial Adulthood

Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first time, there can be a steep learning curve when it comes to financial literacy, but laying the foundation for...

It was Harley's 1st birthday last weekend! Sokny and her husband celebrated the special day by taking Harley to the Santa Ana Zoo and having a cake smash party at home. Harley loved seeing all the different animals at zoo and she enjoyed her homemade cake very much.

 

Women and Wealth: Taking Charge of Your Finances

 

When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and they’re more likely to work part-time jobs or take time away from their careers to raise children and...

Tax season is coming to an end, so it’s a great time to spring clean, and say goodbye to old documents. Please join us for our Free Shred Event to securely shred your unwanted documents containing personal information. 

COVID-19 precautions will be in place to protect the health and safety of...

Happy 7 Months to Copper!

by Craig Walker on

Carolynn’s Beagle puppy is now 7 months old and 27 pounds!

Copper loves taking car rides with his family, going on walks, and chasing his big brother Timber the kitty!

How Does Dollar-Cost Averaging Work?

by Craig Walker on
Categories

How Does Dollar-Cost Averaging Work?

When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself falling behind drivers that stayed in one lane the whole time. In the same way, you may feel the urge...

Meet Our New Staff Members!

by Craig Walker on
Please join us in welcoming our newest Client Service Associates, Katrina Raval and Mayra Favela.

Happy Presidents Day!

by Craig Walker on

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

In observance of the holiday, our office will be closed on Monday, February 15, 2021. Happy Presidents Day!

 

 

 

 

 

 

 

 

 

Happy Martin Luther King Day!

by Craig Walker on

In observance of Martin Luther King Day, our office will be closed on Monday, January 18th. Happy Martin Luther King Day!