It’s no secret that Southern California homes are very expensive. Young families can face some heart wrenching decisions: Should they stretch to buy a home here, move out of the area for a home they can better afford, or putREAD MORE
Financial Planning
The Bank of Mom and Dad is a popular institution these days, generally offering favorable terms and frequently more sympathetic treatment in the event of a late payment. That said, there need to be ground rules when you are consideringREAD MORE
Teaching your children to be financially independent is no easy feat. It wasn’t that long ago that most children grew up with a clear expectation: When they turned 18, they would be out of the house and on their ownREAD MORE
Coping with the loss of a spouse or partner may be one of the hardest challenges many of us face. In the midst of the loss and sadness, there can be a torrent of financial tasks and decisions to beREAD MORE
A mutual fund promising a 6% annual distribution yield (it pays out 6% per year) probably sounds attractive to many investors. In fact, clients of San Diego’s best known financial advisors may find such “opportunities” in their brokerage accounts. EvaluatingREAD MORE