Review Your Estate Plan
When people hear “estate planning,” they often think it only applies to the wealthy. If…
SFSOctober 25, 2024
Investing Through Elections
Explosive political headlines will continue as the election nears. The cacophony of voices creates a…
SFSOctober 25, 2024
Is the Housing Market on the Nice or Naughty List? — Brandi Romero
With my background as a licensed loan officer and experience supporting financial advisors, I often…
SFSOctober 25, 2024
5 Demons of Cognition
People generally think of themselves as rational in their thinking, decisions, and actions. This is…
SFSAugust 22, 2024
4 Healthy Money Habits for Couples
Many relationship issues are caused by financial stress. Disagreement about money is one of the…
SFSAugust 22, 2024
Looking Forward With Optimism
How do recent events in the United States and worldwide impact us and our financial…
SFSAugust 22, 2024
Housing Is The Economy And It Cycles
One of the most significant investments most people will make is in a home. This…
SFSAugust 22, 2024
Teach Children to Multiply Wealth
Wealth multiplication is the powerful concept that wealth can be leveraged to create greater wealth.…
SFSAugust 22, 2024
Knowledge Is a Powerful Defense
Bad actors do not sleep. The scammers won’t hesitate to reach out to you unexpectedly.…
SFSJune 18, 2024
Living in the Vibecession
Vibecession: The disconnect between the economy and the public’s perception – Kyla Scanlon. Economic trends…
SFSJune 18, 2024