Archive for August 2015

Feeling Stressed? Find Some Green.

It’s not easy being green. That signature line delivered by Jim Henson’s Kermit the Frog, and later covered by Frank Sinatra and countless others, has taken on a variety of meanings over the years. One way the classic Muppets song applies to the world today is the difficulty in finding green areas in urban neighborhoods.…

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Hello, San Diego!

At some point, you will make an important decision: Where to spend the rest of your life. Where to reap the fruits of retirement years is a choice no one takes lightly. No two people’s criteria are exactly the same. Do you want to live off the land? Have home be merely a headquarters for frequent…

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Financial Advising, Big Picture Risks and Your Life

When some financial advisors think of money, they imagine dollar signs and signers. Most of the clients we see in our California offices, on the other hand, have an expanded view. For them, having money and managing it properly is about having an ideal life. It’s about family, charitable giving, your home and your legacy.…

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