Insights & Tips

John Oliver recently did a spot on his HBO show “Last Week Tonight” which highlighted the high fees paid by investors in 401(k) plans. As entertaining as his show was, it got me thinking about the main things that areREAD MORE

It happens much faster than any of us expect. One minute you’re cradling this cute bundle of joy in your arms and the next thing you know your child is turning 18, graduating from high school, and planning to moveREAD MORE

It’s no secret that Southern California homes are very expensive. Young families can face some heart wrenching decisions: Should they stretch to buy a home here, move out of the area for a home they can better afford, or putREAD MORE

Last month I wrote about the basic rules of giving and lending money to family members. Click here to read our blog article, “6 Rules of Lending Money to Family Members” In this article, I outline some additional considerations: theREAD MORE

The Bank of Mom and Dad is a popular institution these days, generally offering favorable terms and frequently more sympathetic treatment in the event of a late payment. That said, there need to be ground rules when you are consideringREAD MORE