Navigate Life’s Unexpected Transitions – Part 1
Life events sometimes happen when we least expect them: death, disability, divorce, and dementia, to…
SFSJanuary 3, 2025
How a Positive Outlook Can Add to Your Life
Finally, there is a way to add years to your life. I’m not referring to…
SFSJanuary 3, 2025
Changing World? No Problem. Focus on Unchanging Truths.
In 1930, Americans’ top concern was administering justice, followed by prohibition. Unemployment was only the…
SFSJanuary 3, 2025
The Power of a 7th Generation Mentality
When families adopt a 7th generation mentality, they commit to a vision far greater than…
SFSJanuary 3, 2025
Protecting Your Credit
Scammers are getting better at accessing your personal information and using your credit. Every week,…
SFSJanuary 1, 2025
Eggs, Insurance, and The Fed’s 2% “Target”
Inflation remains stubbornly high, around 3%, driven by rising food prices (notably eggs) and sustained…
SFSDecember 17, 2024
The Election Changed Some Things and Left Others the Same
What does new leadership in the United States mean for your finances? Perhaps not as…
SFSNovember 8, 2024
It’s Open Enrollment Season
Every year, fall brings the opportunity to review your health insurance options. Whether you have…
SFSNovember 1, 2024
6 Steps to Being Secure Online
Each week brings news of another data breach of our information. There isn’t much you…
SFSOctober 25, 2024
Review Your Estate Plan
When people hear “estate planning,” they often think it only applies to the wealthy. If…
SFSOctober 25, 2024