Blog

Based on the history of events over the course of the last few decades (both here in San Diego and beyond), you might have thought that world events would have slowed down in the last week -- that there could begin to be some sense of normality.But no. This isn't a...

All over our nation, we're seeing pain.It's overwhelming, as someone who has to communicate to a broad base of San Diego clients, to even articulate meaningful words about everything that is happening.So ... I'm just doing what I can to sit in the pain of it all with...

Here we are, just out of perhaps the oddest Memorial Day weekend in memory.The summer is here! But it feels like much of our country is still mired in winter. And that feels like it is still the case, no matter the hints of progress against this virus, and no matter...

I've written a fair amount over the past few weeks about all of the specific provisions in the CARES Act, related to economic stimulus checks, various tax savings strategies, financial implications, and then some.And I will continue to be covering these topics in the...

It feels to me that we're all in need of some good news.I have some great news for the young (ish) and the old (ish), but before I get there, I'd like to encourage EVERY person who is reading this:Keep your head in the game.Yes -- we can so easily get caught up in...

Now, more than ever, it's important to keep your mind clear.With so many of us spending more time than ever online and on our devices, there are even more opportunities for falling -- no, DIVING -- into rabbit holes of distraction and unproductive emotion.Yes, I'm a...

Anytime (like now) that there is a rollout of government assistance, we, here in San Diego, can count on two things:1)    Bumps in the road (it's hard to manage many millions of people needing help)2)    SCAMSI haven't yet heard of any of...

So, you got that stimulus check (or, as the government wants to call it, your "Economic Stimulus Payment")...What next for San Diego families and individuals?Please use these funds wisely.If I could sum up my advice for next steps, it would be this: act like you did...

These are the days when the internet is not necessarily your friend.Let's leave aside the very true fact that so many of the new, online substitutes for the "real thing" are a pale imitation of what we used to have, and that with more and more time spent online, there...

Well, over the weekend, the President signed the big new stimulus bill, and we have been poring over the details ever since.Bear with us ... it is MASSIVE.But it's also full of great benefits for San Diego families and business owners (even those with a "side...

I hope you're hanging in there. We're LOCKED in, helping our San Diego clients, and I have a bunch of things to share with you today, based on recent activity.I will say that, between helping clients, and the astonishing rapidity of change, I'm not always able to put...