Time to Read: 5 Minutes One year into the pandemic, Americans are continuing to strike a balance between staying safe and handling their day-to-day responsibilities. One major challenge we all face this time of year (pandemic or no pandemic) is filing our taxes on time. On March 17, less than one month until Tax
Time to Read: 8 Minutes Earlier this year, we wrote about the emerging field of divorce professionals. Here, Allison Williams continues to explore the intersection of divorce and financial planning in a conversation with Carlie Berke of Your Money Advocate. Carlie explains the role of a Certified Divorce Financial Analyst® (CDFA), the importance of
Time to Read: 5 Minutes Are you prepared for the upcoming giving season? Year-end will be here before you know it, and in order to minimize stress and maximize your gifting abilities, it’s important to keep a few details in mind. Consider some or all of these five “must-knows” before completing your charitable gifting
Time to Read: 5 Minutes The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, was signed into law on March 27, 2020. This law was created in response to the COVID-19 pandemic, which has had a tremendous impact on the financial and physical health of Americans and businesses across the country. While there
Time to Read: 5 Minutes Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn individuals to be mindful of increased fraudulent activities during these uncertain times. These scams, which can
Time to Read: 5 Minutes In an ideal world, stocks would always go up and we would never have to consider a sell-off. In reality, however, market declines are part of the game. In fact, the S&P 500 averages 3.4 declines of 5% or more per year, a topic we covered in a previous
Time to Read: 8 Minutes Allison Williams, our own Certified Divorce Financial Analyst® (CDFA), recently sat down with San Diego divorce experts and fellow CDFA®s to discuss the emerging field of divorce coaching. These coaches aim to help clients navigate divorce from an educated and empowered position as they tackle the complexities of the process,
Time to Read: 6 Minutes. Most people need financial advice at some point in their lives. Whether it’s managing a windfall, navigating the path to retirement or identifying a tax-efficient investment strategy, a financial advisor can provide valuable insight. It’s not difficult to imagine how you may benefit from the professional support of a
Time to Read: 5 minutes Once you've decided it’s time to get some professional financial help, you may be asking yourself: “Which type of financial professional is best for me?” From a financial advisor to an investment advisor to a wealth advisor, it’s helpful to know the differences between each category of financial experts before
Time to Read: 6 Minutes You’d be hardpressed to find any family that’d rather sit around the table discussing estate plans than going out to eat, enjoy the day outside or do just about any other activity as a family. No one likes to think about our inevitable mortality, but we all know that