What I have Changed About My Money

What I have changed with my own money since becoming a financial advisor. A friend asked me recently: What have I changed with my own money since becoming a financial…

Top Tips on How to Bank Safely

Top Tips on How to Bank Safely What do Banks and Marriages have in common? Answer: Once you start losing trust and confidence, the whole thing can collapse like a house of cards.

How to Buy a House in the Bay Area without a Gazillion Dollars

“Can I ever afford the home I want in the Bay Area without having a gazillion dollars?” “Can I ever afford the home I want in the Bay Area without having a gazillion dollars?” Even with a six-figure income, buying a home can feel unaffordable.

Our Family Spending Rules

Our Family Spending Rules Our Family Spending Rules: On a recent 4-hour drive up the California coast, Lisa and I conducted a deep dive of our budget.