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Blog

The Balance of Life - 2022

Jan 5, 2022
Categories
Life
Balance
Family
https://www.wsj.com/articles/work-life-balance-finally-happened-then-they-were-called-back-to-the-office-11638766861...
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Social Security

Nov 11, 2021
Social Security - 8 Things to Know
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Relocating In Retirement

Oct 20, 2021
State-by-State Guide to Taxes on Retirees Click on any state in the map below for a detailed summary of state taxes on...
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Trump vs. Biden: Do Markets Care Who Wins?

Oct 15, 2020
The weather is getting cooler, autumn foliage is appearing on the trees, and the smell of pumpkin spice is in the air.*...
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How to Look for Investing Opportunities during the COVID-19 Crisis

Jul 17, 2020
Categories
Investments
Intro With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between...
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American Funds Historical Facts 2020

Mar 19, 2020
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Portfolio Volatility...

Aug 15, 2019
Many investors, especially those still reeling from the 2008 – 2011 stock market roller coaster ride, have developed a...
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Top Strategies for Charitable Giving

Jul 1, 2019
Americans gave more than $410 billion to charities in 2018, breaking the $400 billion mark for the first time in history...
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Avoiding Retirement Woes

Jun 3, 2019
How to Avoid Retirement Woes According to the American Institute of CPAs (AICPA), the top concern of retirees is running...
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Video: The Importance of Financial Goals

May 2, 2019
'Begin with the End in Mind' isn't just a chapter in the Stephen Covey book "The 7 Habits of Highly Effective People,"...
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Annuities and Retirement Planning

Apr 2, 2019
The growing demand for more predictable retirement income has led an increasing number of investors to consider...
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It's Never Too Late - Retirement Planning 101

Mar 1, 2019
Time marches on. One day you’re interviewing for your first job and the next thing you know you’re a few short years...
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Securities offered through Cetera Financial Specialists LLC (doing insurance in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisors.  Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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