December 21, 2018

As a Los Angeles fee-only financial planner, I am focused on making sure my clients are prepared financially for 2019. According to a Fidelity Investments Study, one in three Americans plan to make a financial New Year’s resolution for 2019. With an 18% increase from the 2018 study, Americans are getting serious about improving their overall financial picture. Whether you are living in Los Angeles, CA or Austin, TX, here are six financial New Year’s resolutions from a Los Angeles financial planner to give you more peace of mind in the new year.

August 31, 2018

How do you start? This is one of the most important questions in saving for retirement. Whether planning for retirement in Los Angeles or elsewhere, you should start by building a retirement plan customized to your unique financial situation.