Can you hear me? Don’t fall victim to this scam

Earlier today, I was working at my desk when the phone rang. I looked down at the number, and saw that the area code was for the northern part of Arizona. While I have clients who live in that part of the state, they would have been calling me at a different number. I rejected…

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Don’t forget to make your IRA contributions for 2016

Last week, I posted about IRA mistakes to avoid. One of those mistakes that I did not mention was forgetting to, or not taking full advantage of making an annual contribution. I usually send out a similar post this time every year just as a reminder to my clients who may not have an automatic…

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Don’t make these IRA mistakes…

…and there is still time to make contributions for 2016. But before we discuss contributions for 2016, let’s discuss the mistakes IRA owners want to avoid. I was reading an article written by IRA expert, Ed Slott in Investment News. His article was aimed at advisors helping millennials avoid common mistakes. Among the mistakes Mr.…

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Who is your financial GPS?

When you live in Southern California, you learn to accept having to drive in congested traffic on one of our many freeways. And, if you are like me, it affords the solo driver lots of time to think. Last week, I was driving from Orange County to Santa Monica for a business related conference. As…

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