Get helpful tips for managing your money, financial planning information, tax savings, and financial news in these blog posts.
We enjoy making the complicated financial world simple for our clients. From short blog posts to full articles and even videos, financial professionals Sheryl Rowling and Steve Doster explain the topics that are important to you. There are also blog posts by our younger team members addressing the financial issues the X and Y Generations are dealing with now. Please share any content you like on your social media pages. Feel free to contact us with questions about any of the articles. We are happy to respond!
Are you worried about your mail-in ballot arriving on time? Never fear! The new California online tool for voters, "Where's My Ballot?" will let you track it.
One thing we are seeing during this global pandemic is an increase in pet adoptions. If you've adopted a new furry family member or are thinking about adopting, you may not be aware of the overall costs involved. Some of these costs may take you by surprise in the form of a large vet bill. Just like children, pets sometimes get sick. Find out how good financial planning and good pet insurance can protect you from surprise costs.
So, we’ve all been sent home to stay six feet apart from everyone – and you just found out you have been furloughed from your job. Now what will you do? I have heard that watching Netflix and playing video games are quite popular, but you must also pay your bills. It’s too late at this point to start saving for a rainy day. That day is here.
With technology continuing to advance, there are always new ways to eliminate paper and use new and improved digital tools to make it more convenient for you to manage your accounts online. We covered a few of these options in our post, Digital Tools for your Accounts with Charles Schwab. In this article, we will look at a few more Charles Schwab digital tools, and how these options can benefit you.
With more employees currently working from home, the availability of digital tools continues to grow, making many tasks easier to complete online. Schwab offers many options to help make everything from account opening to account requests easier for you.
Students who will be graduating during or directly following the COVID-19 pandemic will be entering a job market that is severely impacted, making it hard to begin their career in the way they may have hoped. Here are some lessons that I learned, having graduated during the Great Recession that can help these students to make the best of these unfortunate circumstances.
Over four-fifths of US adults will receive a stimulus check by the time they have all been sent or direct deposited. Here are five ideas for five different situations for those who are not relying on using the stimulus check for immediate financial relief.
If you are a small business owner in San Diego, there is a new program that may help to relieve some of your financial burden caused by COVID-19.
When the COVID-19 pandemic first exploded in the US back in March, the majority of the country shut down in an attempt to slow the spread of the disease. These business closures had many long-term effects that were hard to anticipate initially. One of these was the effect on funds set aside in 125 plans.
As the COVID-19 situation continues to unfold, there is a lot of uncertainty regarding what the future will look like as we begin to recover from this pandemic. One major concern for students and parents alike is what college financial aid will look like next Fall and Spring.