Recently, one of our clients asked us to define Discretionary Investing. It’s natural to have questions throughout your financial planning journey.  Whether you thoroughly researched your options or you jumped in blindly and now you’re…
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Today we are talking about the next stock market crash and how to prepare. You’ve probably heard the media making all kinds of predictions: “The stock market is overvalued. It can’t keep going up forever….
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Today I’m going to explain exactly what per stirpes is. In fact, this funny Latin word recently saved our client from sending over $500,000 to the wrong beneficiary. And she didn’t even need to hire…
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Here’s a step-by-step guide on how to use Broadcom’s 401(k) plan and other employee benefits to save for your retirement. As an employee for Broadcom, you can take advantage of several fantastic options for retirement…
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Recently, a new client visited our office. He had a good problem to have; he had saved too much money! With most of his money in a traditional IRA account, he was worried about the taxes. He came…
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Recently, I saw a wonderful post on Twitter. It’s too good not to share: “You can save your way out of an investment mistake. You can’t invest your way out of a savings mistake.” –…
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Should you purchase extra insurance through your job? It’s a question many employed folks must answer as they navigate through any number of employer benefits. While receiving health insurance for free is a no-brainer, there…
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If you’re nearing retirement and are worrying about having enough money, there’s a huge mistake you should know about. This big mistake is taking Social Security benefits as soon as possible. Instead of signing up…
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