Category: Financial Planning
10 Questions To Ask A Financial Advisor In Volatile Markets
As a financial advisor, I’ve seen clients come in with a wide variety of investment ideas. Some want to play it safe by investing primarily in low-risk bonds, while others want to take on more […]
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How To Potentially Profit From Inflation: 4 Investment Options
Most Americans feel like they’ve been walking through a thick inflation fog with no ability to see beyond the moment. From gas and vehicles to groceries and lumber, you have been feeling the pressure of […]
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Why Millennials And Gen Zers Should Invest In A Roth IRA
Granted, you may have a 12-second attention span (and there’s no shame in this), but it’s vital to become aware of what you need if you prefer to focus elsewhere. Your financial wellness is one […]
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Financial Planning: Reducing Debt
Comparing 196 beneficiaries before and after debt relief, and controlling for debt-relief amount, having an additional debt account paid off improves cognitive functioning by about one-quarter of a SD and reduces the likelihood of exhibiting […]
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How To Plan For Retirement And Recession
Life is full of uncertainties, and none more so than the economy. As an affordable financial advisor in the Bay Area, I will tell you that the best way to prepare for a recession is […]
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8 Golden Financial Planning Rules for Millennials
Sadly, some people have to learn about managing their finances the hard way. Many millennials learn about using credit cards after they are thousands of dollars deep into debt. We don’t want that to be […]
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How to Reduce Your Financial Anxiety and Stress
60% of respondents indicated feeling anxious when thinking about their personal finances, while 50% of respondents indicated feeling stressed when discussing their finances. Everyone is always thinking about how they’re going to make money, how […]
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4 Survival Strategies For High Inflationary Times
Inflation affects not just your pocketbook, but the way you manage your financial planning. As inflation increases, it can squeeze your income and take a bigger chunk out of your savings. Financial planning during times […]
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How To Preserve Your Retirement Plan Against Inflation
Retirement planning is not easy if you’re going at it alone and uninformed. There are many factors to consider when choosing how to spend your golden years, and inflation is one of the most important. […]
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How Financial Planning Can Improve Your Mental Health
When you’re concerned and stressed about your financial well-being, you tend to neglect your physical and mental well-being in the process. Some effects of this stress are depression, anxiety, and social withdrawal. The 2019 PWC […]
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