(760) 692-5700
FINANCIAL INDEPENDENCE… One Easy Tip

FINANCIAL INDEPENDENCE… One Easy Tip

Today we will give you an easy way tip for you to get Savvy about your finances. How often have you heard that it’s the little things that count? Like that $5 latte you buy every morning. Let’s say you buy 260 lattes during the year. That’s one each Monday through...
Welcome to the Savvy Minute!

Welcome to the Savvy Minute!

The Savvy minute is dedicated to helping women with various types of financial matters, wealth and life in general. Join me each week for the Savvy Minute. If you would like to set up a discovery session you can reach me at 760-692-5190. facebook.com/savvywomenwealth...
Open House

Open House

We recently moved to a new location.  Please join us for an open house on Thursday, October 22nd from 5:30 -8:30 p.m.  Drinks, food and music will be...
Child Rearing Costs Staggering

Child Rearing Costs Staggering

Start 529 Plan Early Ok, this is probably not news to anyone who has children, but it is darn expensive to rear them. The U.S. Department of Agriculture recently released the actual facts and figures in its “Expenditures on Children by Families, 2013” report.    How...
Man vs. Woman – Who Is The Better Investor?

Man vs. Woman – Who Is The Better Investor?

Who is the better investor, a man or a woman? If you have been in the financial advisory business long enough, you begin to discern certain patterns when it comes to gender differences when it comes to investing.First of all, in the vast majority of cases (and it...