March 2, 2024
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 […]
February 28, 2024
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 […]
January 24, 2024
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. […]
January 16, 2024
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 […]
January 5, 2024
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 […]
January 3, 2024
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 […]
December 20, 2023
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 […]
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 […]