Why Do Interest Rates on Savings Accounts Remain So Low in a Rising Rate Environment?

2022-11-08T16:01:44+00:00

October 14, 2022 Why Do Interest Rates on Savings Accounts Remain So Low in a Rising Rate Environment? By Sylvia Salguero, Financial Advisor In recent months the Federal Reserve has been engaged in a campaign of raising interest rates aggressively, in its effort to tame the inflation monster. Thus far this [...]

Why Do Interest Rates on Savings Accounts Remain So Low in a Rising Rate Environment?2022-11-08T16:01:44+00:00

Helping Your Child Buy a House

2022-06-15T14:23:06+00:00

June 03, 2022 Helping Your Child Buy a House By Sylvia Salguero, Financial Advisor If you are looking for a way to help your children buy their first home, there are several options available. Determining which one is best for your circumstances depends on multiple factors, primarily on how much you [...]

Helping Your Child Buy a House2022-06-15T14:23:06+00:00

Planning for a Baby Financially: 4 Ways to Prepare

2022-01-31T18:35:56+00:00

January 26, 2022 Planning for a Baby Financially: 4 Ways to Prepare By Vance Albitz, CFP® As new parents, what are some of the things that we could be doing to better our long-term finances? Well, I think the whole process of introducing a baby to the world is so special [...]

Planning for a Baby Financially: 4 Ways to Prepare2022-01-31T18:35:56+00:00

Still Deciding New Year Resolutions?

2022-01-31T18:37:26+00:00

January 21, 2022 Still Deciding New Year Resolutions? By Sylvia Salguero, Financial Advisor It is January again, now in the year 2022. Did you make progress in organizing your financial life? Do you still need to make improvements? This is a good time to review what went well, and what didn’t. [...]

Still Deciding New Year Resolutions?2022-01-31T18:37:26+00:00

2022 Retirement Contribution Planning

2022-01-31T18:38:36+00:00

January 21, 2022 2022 Retirement Contribution Changes By Clete Albitz, CFP® January is a good time to assess whether you can increase your level of retirement plan contributions for the upcoming year. If you are self-employed, you may still have time to setup and fund a plan for the prior calendar year [...]

2022 Retirement Contribution Planning2022-01-31T18:38:36+00:00

RMD and QCD Changes for 2022

2022-01-31T18:39:09+00:00

January 21, 2022 RMD and QCD Changes for 2022 By Paul Miloe, CRPS® As we proceed into 2022, note there have been changes to the Required Minimum Distribution (RMD) rules affecting what you may be required to withdraw from your retirement accounts each year. RMDs had a prior change that pushed the [...]

RMD and QCD Changes for 20222022-01-31T18:39:09+00:00

Another Chance to Refinance

2021-09-28T14:24:01+00:00

September 15, 2021 Another Chance to Refinance By Clete Albitz, CFP® Mortgage refinance rates are back to historically low levels following the removal of the Adverse Market Refinance Fee on August 1st, 2021. This was 50-basis point fee (0.50%) lenders were required to pay the Federal Housing Finance Agency (FHFA) [...]

Another Chance to Refinance2021-09-28T14:24:01+00:00

When Confronting a Difficult Loss

2021-09-28T14:24:32+00:00

September 17, 2021 When Confronting a Difficult Loss By Sylvia Salguero, Financial Advisor If you have to deal with a difficult loss in your family, among your close friends, or if you are going through the personal tragedy of losing your spouse or life partner, keep reading. Unfortunately, many of us women [...]

When Confronting a Difficult Loss2021-09-28T14:24:32+00:00

The Future of Social Security

2021-09-28T14:19:15+00:00

September 1, 2021 The Future of Social Security By Vance Albitz, CFP® This video recaps excerpts from a shared experience with one of our clients. Jim: "Let me also ask you then, do you have any thoughts about the likelihood of Social Security being there for the rest of our lives [...]

The Future of Social Security2021-09-28T14:19:15+00:00
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