Media & Blog

Helping people plan smarter for their future

Tax Planning for the Self-Employed
For some, self-employment is the American dream. An opportunity to be your own boss, to maintain a flexible work schedule,
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SMART Goals for the New Year!
I called up my mom to say hello for the first time this year. We started talking about “resolutions”, and
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Spend Money the Smart Way This Holiday Season on KNX 1070
Spend money the smart way this holiday season. Charles Feldman and Mike Simpson, hosts of KNX 1070 In Depth, interview
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Six Keys to Successful Investing
A successful investor maximizes gains and minimizes losses. Though there can be no guarantee that an investment strategy will be
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Are Millennials Taking Their Money Seriously?
See what Stephen Rischall had to say about millennial investors in today’s world. He was recently featured on The Goldstein
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Millennials in LA are Stressed about Money
I’m a millennial (born between early 1980’s to early 2000’s), the generation developing a reputation of being lazy, technology dependent
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What Parents Need to Know About Saving for College
If you’re saving for your child’s higher education, you probably have a lot of questions besides “when did college get
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Will You Be Ready When the Market Cools Off?
We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and
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Switching Jobs and Your 401(k)
Ready to quit your present job and grab an exciting offer from a top-notch company? Great! You’re all set to
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How Much Home Can You Afford?
Does buying a home make sense for you financially? It may or may not, depending on some financial, career, and
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4 Steps to Surviving Your First Mistake on the Job
Mistakes on the job are bound to happen, we’re all human. But the way you handle it is more telling
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College Costs that Slip the Mind
Yes, that last year of high school has just ended with a celebration called graduation. Proud parents and families throw
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Co-Signing: Good or Bad Idea?
It’s not hard to recall many heartbreaking stories of family or friends who have agreed to co-sign some sort of
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Personal Bankruptcy Explained
No matter the reason, personal debt problems can be devastating. They can lead to depression, feelings of guilt, shame, anxiety,
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Children and Allowances
Through the years, any variety of theories have been put forth and argued regarding financial allowances for children.  But two
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Why Couples Disagree About Money
If you’ve ever been in any kind of relationship, whether dating, living together, or married, chances are you have experienced
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