(760) 692-5700
Why Financial Planning?

Why Financial Planning?

Today, I will share with you “Why You Need a Financial Plan?”.  Creating a lifestyle financial plan helps you plan for your financial future by setting long and short-term goals.  With a financial plan, you have a road map to follow and this can help you understand...
Retirement Plans for Moms

Retirement Plans for Moms

This is for all of us moms out there.  Some of us are working moms, some moms decide to leave their jobs for an extended period of time to go on maternity leave. While other moms decide to stay home to be with their kids. And years later, many women often re-enter the...
Risk and Investing

Risk and Investing

How risky should a woman be when it comes to investing? First you have to define risk. One definition of risk is buying something that could cause a permanent loss. For example, if you did not have home insurance and your house burned down, that would be a permanent...
What do I need to Know to Start Investing?

What do I need to Know to Start Investing?

Many women fear their knowledge of investing might be inadequate or they feel they don’t know enough to make smart financial decisions. They assume they must understand every aspect of their investments and financial plan in order to make a decision. Nothing could be...
Three Tips to Stay on Budget

Three Tips to Stay on Budget

Today we will continue with another easy way tip for you to get Savvy about your finances. Do you ever overspend? Buying on credit is way too easy. So are here are 3 simple tips to determine if you are overspending. First, for the next month pay all your bills with...