jackie

Losing a spouse, partner, or parent is one of life’s most challenging experiences. Amidst grief, there are practical matters that need immediate attention. To assist you […]

Our founder and President, Jackie Mazur, was featured on the @carlsbadchamber’s People, Purpose, and Impact podcast where she talks about her work-life balance methods, her involvement […]

Our very own Lily Fallah was featured in Shoutout SoCal; a magazine focused on creating meaningful conversations and highlighting local individuals who make an impact on […]

We are so thrilled to announce that Guide My Finances made it to the 2024 #IncRegionals list of fastest-growing companies in the Pacific region. Check out the […]

What an honor! Both Jackie Mazur and Amanda Pecot were honored in this month’s San Diego Business Journal’s Women of Influence in Accounting and Finance edition. […]

As we step into the New Year, it’s an opportune time to reassess and rejuvenate our financial outlook. The key is ensuring that your financial resources […]

Raising a child is a significant financial responsibility, averaging about a quarter of a million dollars, excluding college expenses. For parents of a child with special […]

Tax-loss harvesting is a strategic financial practice involving the sale of securities at a loss to offset capital gains, providing a valuable tool for managing tax […]

In the dynamic landscape of entrepreneurship, selecting the appropriate business structure is a critical decision that can significantly impact your venture’s trajectory. With over five million […]