Neglect Nothing — Roger Smedley
It is with heartfelt gratitude that we thank Sharla Jessop for over 31 years of…
SFSAugust 28, 2025
Real Guidance in a Complex Financial World — James Derrick
Every day, millions of people turn to the Internet for answers to their medical concerns.…
SFSJune 26, 2025
Can You Pass This Financial Literacy Quiz?
If you invest $1,000 in a six-month Certificate of Deposit (CD) that pays 5% APY,…
SFSJune 26, 2025
Sharla Jessop Retires!
Dear Friends,After helping so many of you prepare for and transition into retirement, it’s almost…
SFSJune 26, 2025
Navigate Life’s Unexpected Transitions – Part 4
In this series, we’re continuing to explore how to better prepare for life’s inevitable transitions,…
SFSJune 26, 2025
Raising Financially Savvy Heirs
More than once, I’ve heard parents express hesitation about discussing their finances with their adult…
SFSJune 26, 2025
Money Matters Women’s Conference Recap
Thank you to everyone who attended the 10th annual Money Matters Women’s Conference. We feel…
SFSJune 1, 2025
Looking From Dollars to Days
Money is important. It provides opportunity, security, and freedom. In my career, we spend a…
SFSApril 25, 2025
Allow Us to be Your Financial Bodyguard
Recently, we’ve seen a concerning rise in clients falling victim to scams, losing their hard-earned…
SFSApril 25, 2025
The Economy’s Mixed Signals
5 Signs the U.S. Economy Is Just Fine My plumber is still too busy to…
SFSApril 25, 2025