Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a long-dormant fear: runaway inflation. But what is inflation, and is it something to worry about? A lot of the thinking surrounding inflation has changed...

Breaking Down IRAs

by Craig Walker on
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Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most common IRAs you’ll choose from are traditional and Roth IRAs. Both are designed for long-term growth, but there are some key differences, including how your...

Don't Believe These 7 Myths About Social Security!

by Craig Walker on
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You’ve probably heard the myth that Social Security won’t exist by the time you’re ready to retire – and it turns out that nearly 42% of those not yet retired expect to receive no Social Security benefits when they exit the workforce, a Pew Research Center poll shows.

The good news is that this is...

Automated Investing vs. Human Guidance

by Craig Walker on

Automated Investing vs. Human Guidance

When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advisor? A financial advisor is a professional specializing in financial planning, wealth management and other...

Financial Conversation Tips for Couples

by Craig Walker on

Financial Conversation Tips for Couples

Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and habits is key to a strong relationship. And open communication about these topics can help...

Breaking Down Socially Responsible Investing

by Craig Walker on

Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical and responsible — that they build environmentally sustainable business models, advance a social good and operate in a transparent, ethical way. To identify these...

Tips for Making the Most of Your Inheritance

by Craig Walker on

Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and millennial heirs. If you expect to receive an inheritance, planning ahead for how you will use the wealth and account for any taxes will...

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!