(877) 213-SAFE (7233)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.…
Read MoreHello, 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…
Read MoreTeaching Spending Strategies to Your Grandchildren
Looking forward, do you worry about the financial security of your loved ones, especially your young grandchildren? Spending and saving savvy are best taught young and grandparents can make a strong impression with these matters. But you have to commit to more than just a birthday check once a year. In today’s blog, we would…
Read MoreFinancial 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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