Creating Financial Wellness
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EMERGENCY!
Are you ready for what comes next? 2020 . . . A pandemic. Fires. Earthquakes. Floods. Hurricanes and tornadoes. Social unrest. Political acrimony. Economic peril. What else can possibly go wrong?? Everything. And anything. As we enter September, we are…
Wearable Medical Alert Systems
Helping Seniors Stay Independent If you have an aging loved one who is still living on their own, there’s a good chance you’ve thought about a wearable medical alert system. Remember that awful commercial “I’ve fallen and I can’t get…
Creative Ways to Buy a Home
You can scarcely open up a local newspaper without reading about how hot the Bay Area real estate market is. That’s great news for home sellers but not so much for someone looking to exchange a rental agreement for a…
Tackling Holiday Credit Card Debt
Not-So-Merry Credit Card Balances Holiday-induced credit card debt is a growing problem in America. According to NerdWallet’s 2017 Consumer Holiday Shopping Report, more Americans find themselves in debt because of holiday purchases. If tackling credit card debt — especially with…
Celebrate Your 2017 Personal Finance Accomplishments
Looking Back to Move Forward Now that the holiday decorations are packed up for the season, many of my clients are looking at their 2018 financial goals. A great place to start is to look back to your personal finance…
Read More Celebrate Your 2017 Personal Finance Accomplishments
2018 New Year’s Financial Resolutions
Ringing In the New Year We’re just days away from ringing in the new year! It’s that time of year for resolutions… get in shape, tackle a cluttered garage, eat better, etc. In my work as a Daily Money Manager,…
