Don’t wait for the death of someone close to you to decide estate planning is important. One of my best friends, Charlie died unexpectedly earlier this year.

In this article, we share the results of our recent cyber security audit. Too many don’t take this essential step to protect their financial futures, risking disaster.

Many investors have a mix of investment types in their portfolios. Do you know what they are, and where to put each account? Learn more.

As a former lifeguard, I often use the analogy of swimming in the ocean to describe what it’s like to make and sustain investment plans. It can help you as an investor to think of financial markets as vast and full of potential, but also risky should you decide to venture out.

Alan Spector has done a lot of consulting on management and quality assurance. In his experience, people often ask, “Can I afford to retire?” and stop there.

At times like these, when record-breaking fire is again ravaging parts of California, we remember that our financial portfolios are not just numbers on paper.