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Make Your Money Matter

Nov 26, 2021

Inflation is real and it’s here. The 5.4% rise in the Consumer Price Index over the last year is the highest in 13 years. You notice inflation’s insidious impact every time you fill up your tank or buy a cup of coffee. 

But how big a threat is inflation to your portfolio? 

Let’s pretend you have $60k today. In 20...

Nov 19, 2021

Are you thinking about buying your first home or moving up into a better home? 

Most of my clients #1 expense is their housing. Buying (or upgrading) a house is a big decision that comes with a lot of peer pressure. 

To make matters worse, paying too much for your home can cripple your financial future. And paying too...

Nov 12, 2021

While the market continues to reach all-time highs, it won’t always be that way. 

When the market goes down, it’s easy to let your lizard brain corrupt all your investments and ransack your returns. That’s why it’s important to have a strategy for down markets before they happen. 

Don’t get me wrong. I’m...

Nov 5, 2021

Have you considered moving to a new state?

Many of my Californian clients are jumping ship due to high taxes, high cost of living, remote work, and several other factors. When you’re deciding to move to a new state, there are many things you need to consider. 

If you’re looking for a way to pay less taxes, moving to...