From comprehensive tax overhaul to major budget cuts, President Donald Trump’s first few months in office have been a wh…
Retirement
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…
Can I Use My IRA to Buy Real Estate?
A common question from clients — or oftentimes from people at dinner parties — is, “Can I use my IRA money to buy real e…
Breaking Down Your Employee Benefits
When you think about your job and its impact on your life, what’s the first thing that comes to mind? I’m willing …
The Future of Fiduciary: What You Should Know Now
On Friday, February 3, President Trump signed a memorandum directing the United States Secretary of Labor to perform an …
The Essential Financial Checklist for 2017 Retirees – Part II
Have a retirement date circled on the calendar for 2017? Click here to review Part I of our planning checklist. Congratu…
The Essential Financial Checklist for 2017 Retirees – Part I
There is no doubt that 2017 will be a year of change for all of us. To start, we are kicking off the New Year by inaugur…
A New President and the Fiduciary Rule: What’s Next?
On January 20, 2017, Donald Trump will be sworn into office as the 45th president of the United States. It will be the f…
The Cost of Waiting (Video)
In a perfect world, the holiday season would be devoid of all anxiety. Every family member, child, friend, co-worker and…
The New Fiduciary Rule: Friend or Foe? (Webinar)
We just wrapped up the most recent segment of our OneBite® Webinar series, “The New Fiduciary Rule: Friend or Foe?…