Is the year seriously halfway over? It feels like we just got started, and I have proof: while I’m not proud to admit it…
Financial Planning
Top 10 Financial Planning Tips for Business Owners
The life of a business owner is a long and crowded road. Required activities, such as developing customer relationships,…
Does Gender Affect Social Security? (Part II)
Did you miss part I of Jordan’s article? Click here to check it out. In the first part of this piece, we covered the bas…
Does Gender Affect Social Security? (Part I)
The rules that govern Social Security can be complex and confusing. While some retirees start collecting benefits as soo…
Roundup: What Does Fiduciary Mean to You?
The word, “fiduciary,” has probably never been spoken as much as it has over the past year. It has been debated in the h…
4 Tips for Navigating Your Veterans’ Benefits
If you’re a veteran, or you know one well, then you’ve more than likely heard about veterans’ benefits, which are provid…
The Battle Over Fiduciary Standards Continues
The Dodd-Frank Wall Street Reform and Consumer Protection Act (known as the “Dodd-Frank”) was passed in July 2010, and b…
Planning for the American Health Care Act
Editor’s Note: At publication, the U.S. House of Representatives had just released its draft of the American Healt…
Does Divorce Derail Retirement?
This article was co-authored by Paola Ramos, CFP®, a financial advisor based in the Bay Area. The short answer to this q…
Three Dos and Don’ts of 529 Plans
A 529 plan is an education savings plan designed to help families accumulate funds for their children’s future college c…