A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without

When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior. That’s easier said than done for most

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your

While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short

It’s certainly no secret that healthcare costs have escalated in recent years, and there’s no reason to believe that the end is in sight.  But whether you have

If you don’t know the difference between asset-backed securities and securities, you may want to take a look at these common financial terms and their

In Marin County investment planning, we view goals as life’s destinations, whether it is where you want to be at the end of the day or at some point in the

It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report

If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule

For most of us the conversation isn’t whether or not we’ll need long term care, but rather when. According to the U. S. Department of Health and Human Services

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say

Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job