Will Real Estate Stay Red-Hot?
Red-hot housing prices have impacted anyone looking to buy a home recently. Many people have…
SFSOctober 5, 2020
What is in a name?
When it comes to designating a beneficiary – everything! It is hard to remember how…
SFSSeptember 1, 2020
Can We Stop the Tide?
I love Warren Buffett’s metaphor about the tide going out. It’s hilarious and true. Jerome…
SFSJuly 29, 2020
Living a Financially Balanced Life
Applying a balanced perspective has an impact in many areas of our lives, from eating…
SFSJuly 1, 2020
Unprecedented Times
It is unprecedented times like these that bring people together with a common focus and…
SFSApril 15, 2020
Year of the Coronavirus
Coronavirus was difficult to recognize and impossible to track when first contracted around November 17,…
SFSMarch 16, 2020
A Neglected Tax-Saving Strategy: Qualified Charitable Distributions
There are two types of people who complain about paying taxes, men and women. We…
SFSFebruary 13, 2020
Election Years: Positively Volatile
It may turn out to be a typical election year. I expect stocks to be…
SFSFebruary 13, 2020
Climbing a Wall of Worry
Climbing a wall of worry is a common phrase in the investment world. The implication…
SFSFebruary 13, 2020
How Do You Stack Up?
It is no secret that Americans need to save more for retirement. The amount of…
SFSFebruary 13, 2020