Picking a wealth manager is a major life decision. Learn how to make the right choice based on your financial goals, risk appetite, and values.
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It’s the start of a new year and it’s usually around this time that we start to set some version of goals for the new year. So let me ask you have you stopped to ask yourself just what success looks like or what steps you’ll take to get there? What about financial success? What about success in retirement?
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As last week’s wildfires affected most of us here in Orange County, we thought we would take a moment to touch on a few wildfire preparation and insurance tips for those of us who are faced with California fire season each year.
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Most often the best tax planning not only looks at the current year tax, but considers how you might reduce taxes over multiple years – 3, 5, or 10 years? As we head into fall, here’s a few tax planning strategies that might be worth considering before year-end…
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Worried about politics and your investments or financial goals. Let’s address some of these concerns as we head into the 2020 presidential election.
In any presidential election year, there is a degree of heightened anxiety and uncertainty. This year is certainty no different…
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It’s never too soon to teach kids about money. A key part can be to demonstrate and verbalize values while living and teaching them how to handle money in an intentional, God honoring manner.
Discover a few simple lessons parents or even grandparents can do that can provide a solid foundation for a lifetime of financial decisions.
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The stock market is flirting with new highs, but the uncertainty remains. When it comes to dealing with the uncertainty of the markets, COVID-19, and the upcoming election cycle how are you doing? Let’s briefly reflect on the past couple months, look ahead and check in with ourselves…
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As we enter Fall 2020, where will we go from here? When it comes to your finances how will you respond? Discover 3 steps you can take as we wait out COVID and enter the election season.
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Financial success is unique to you. Your priorities and goals help define what financial success means to you. Here’s 4 principles that you can apply to help you get there.
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Can you find financial confidence among all this confusion? Our role as financial advisors is to guide our clients to financial stability and retirement security. None of us can control the virus, economy or the markets, but you can be confident and find a sense of contentment if you apply Biblical Principles relating to your finances.
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