Coffee with money‘Tis the seasonTo review your tax planning for this year1 min read·Nov 8, 2021--1--1
Coffee with moneyNot sure what to do?I am talking wealth and investing, but honestly, this applies to life as well. It is about knowing yourself and who you are or who you want…2 min read·Sep 21, 2021----
Coffee with moneyHow often is our judgment accurate?Driving home this afternoon after what I judged to be a relaxing walk at the local dog park, I was angry and frustrated. My judge…3 min read·Aug 12, 2021----
Coffee with moneyAre writers introverts?I haven’t done the research, so I don’t know what the actual data shows, but I like to think we are introverts. We use writing as a way to…3 min read·Aug 1, 2021----
Coffee with moneySocial Security is here to stay!I know that politics provides information to scare us and one popular one is ‘Social Security is going bankrupt’. It can’t go bankrupt…1 min read·Dec 17, 2020----
Coffee with moneyWhat’s in your wallet this holiday season?Determine which is the best credit card to use.3 min read·Dec 17, 2020----
Coffee with moneyI don’t need a financial advisor. Right?Well if you agree that you don’t need a financial advisor then you wouldn’t be alone in that assumption. In fact, as a financial advisor I…1 min read·Nov 21, 2020----
Coffee with moneyWhat is an economy to do?Join me LIVE this Sunday if you want to learn more about the CALIFORNIA economy. This information changes fast.1 min read·Apr 24, 2020----
Coffee with moneyHow can I help?These are four sweet words we are not seeing during a very scary time. There is a lot of information on the disruption and our fear is…1 min read·Mar 21, 2020----
Coffee with moneyOur Stock Markets are in free fall. Now what?It is never easy during large storms. Especially if you feel you are hiding out in a shack that isn’t very strong. What do you do?2 min read·Mar 11, 2020----