... happiness? Consider their personal values, religious beliefs, lifestyle and location – do those line up with your wishes and what would be best for your kids?
Spend time really thinking through the answers ...
... value. This could include the deed to your home or titles to any vehicles you own.
When creating your list of assets, make sure to include these items:
The deed to your home
The title to your vehicle(s) ...
... have some assets that aren’t in dollar form, but also have some value. This could include the deed to your home or titles to any vehicles you own.
When creating your list of assets, make sure include ...
... at $120, $200, $300 and more have now lost significant value per share.
When it comes to investing, you should keep a focus on the long-term. Trying to manage a portfolio by riding these types of waves ...
... what they could grow to in the future
What sources of income you have now and may have later (it’s common to overestimate the value and duration of alimony, for example)
How much Social Security you ...
Good Finance Starts at Home
Determining how to talk to your kids about money and values can be stressful. But the truth is that there’s never been a better time to teach your kids about money, the ...
... isn’t true.
Investors often lose money as the stock drops back to its original value or below.
Helpful tips
When it comes to the IRS, remember that they will never:
Initiate contact with taxpayers ...
... and mistakes to avoid as you make your retirement income plans.
Common mistakes
One of the most common mistakes for divorced women is overestimating the value—and duration—of alimony. If you remarry, ...
... a Trillion Dollars of Stock Value Evaporates
October 2002: Nasdaq Hits a Bear-Market Low of 1,114
September 2005: Home Prices Post Record Gains
September 2008: Lehman Files for Bankruptcy, Merrill ...
... the important financial details are being addressed.
Our Core Values
Integrity is defined by our commitment to always place our client's interests first. We accomplish this by:
Conducting our business ...
... with our clients, we aspire to put our values in action, through volunteerism and community involvement.
Have a questiona about your account? Contact us today.
Our Process
Our client relationships ...
... want to align their environmental views with their portfolio objectives. But can you support your values while maintaining sound investment principles and pursuing higher expected returns? It’s a delicate ...
... strategy, working with a small core of clients and taking care of GFA business.
When he is not serving his clients, Gerry values his time at home with Jan, his wife of 37 years and an undisclosed number ...
... portfolios.
Because Karen believes so strongly in the value of financial planning she has given freely of her time in support of the Financial Planning Association of Northern California, serving four ...