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

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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.

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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.

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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.

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Money US News: “Is the time ripe for wine investing?”

Because of my background in wine, some of my clients will ask me not only about traditional investments, but investing in wine itself.

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