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Most affluent Californians have some form of an estate plan. While a will is a necessity, many people have invested in a comprehensive package including a will, trust, powers of attorney and advanced health care directive. As discussed previously inREAD MORE

As we age, the single greatest risk to our retirement independence is falling. Did you know one out of every 3 adults over the age of 65 falls each year? And if you’ve fallen once, you are two to threeREAD MORE

It’s been said that roughly 10,000 baby boomers are transitioning into retirement every day. Even though so many people are doing it, there’s still a considerable amount of stress as you transition from working into retirement. The big financial transitionREAD MORE

  In the wake of the Equifax data breach, many consumers have been scrambling for ways to protect their financial accounts from identity thieves. Here are some security measures and technology features to help protect your investment accounts. Secure YourREAD MORE

A terminal illness is an emotionally complex time for everyone involved. It’s clearly not the best time to be making decisions that can impact your family for years or even for generations. Yet many put off making financial and estateREAD MORE

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