Wealth Management Tips and News for All People

First-Time Homebuyer? Here’s How to Prepare Financially

on November 26, 2019 | Financial Planning, Personal Finance, Wealth Management

Adam Werner, CFP®, CPWA® weighs in on Redfin to give a few financial tips for first time home buyers and those looking to buy within the next few years. From crunching some numbers to starting a savings account, here are a few of his helpful comments in this article!

In the News: La Morinda Weekly - Top 5 End of Year Tax Moves

on November 22, 2019 | Financial Planning, Personal Finance, Financial Planning for Small Business Owners, Tax Planning

When it comes to taxes, I get a lot of questions from my clients about tax planning tips. It’s especially timely because we will be offering tax preparation services for our clients starting in spring of 2020.