December 1, 2023
As a parent or grandparent, you may have diligently saved money in a 529 account to support your child’s or grandchild’s college education. But what happens […]
November 11, 2023
One of the pivotal decisions individuals face in retirement planning revolves around when to start taking Social Security benefits. This decision carries significant weight, as it […]
October 11, 2023
Mark Twain once humorously remarked, ‘The only difference between a taxman and a taxidermist is that the taxidermist leaves the skin.’ This sentiment echoes not only […]
September 11, 2023
While recent research suggests a decline in divorce rates in the U.S., the end of a marriage remains a challenging crossroads for many individuals. The emotional […]
May 26, 2022
Check out this interview with Rebecca Jones, host of the SheEO Podcast and Mayor of San Marcos. Click Here to Listen
May 26, 2022
Economic Update May 2022 On Wednesday, we hosted an Ask the Economist webinar to help answer some questions about what is happening currently and what we […]
May 24, 2022
What Is An I Bond? An I Bond is a government-issued bond you can only purchase straight from the treasury’s website. It’s a nearly risk-free investment […]
August 7, 2019
It was an amazing honor to speak this month at the Ruth Jackson Orthopedic Society annual convention in Vegas. This wonderful organization was created to mentor and support women […]
August 7, 2019
This month we are so excited to be interviewed by SD Voyager Magazine. Meet Jackie Mazur of Guide My Finances in Carlsbad Today we’d like to […]