Financial Planning Tips for Retiring in Phoenix



Phoenix is a marvelous city, full of breathtaking nature and an endless number of things to do.

Read More

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

Author: Adam Werner

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

Read More

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

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.

Read More

5 Simple Ideas To Update Your Financial Strategy (While Sitting on Your Couch)

Remember that New Year’s Resolution way back at the beginning of the year? Well it’s a great time to get back in action. Here are a few ideas you can easily do from the comfort of your home online with your tablet/computer and a phone.

Read More

How I am Teaching My 4-year Old About Money

Author: Laura Knolle

Since I do financial planning for a living, financial literacy is very important to me. I have two high energetic boys, Jonathan (age 4), and Jordan (age 1) and I want to raise my kids to be financially smart.  I have given a lot of thought about how to teach the boys about money and asked for advice from friends who also have young children. I finally felt that I just needed to start something, see how it works, and adjust as needed. My financial literacy goals were simple: 

  1. Set the groundwork to learn the basics of money

  2. Use money as a reward to incentivize good behavior 

  3. Most importantly, make it fun.

Read More