Blog

Imagine ...You are ripped from your childhood home while young and trafficked across the ocean to a country where you don't speak the language. You are sold to practitioners of a religion that you don't understand, and there is no apparent possibility of...

Is the holiday season indeed "the most wonderful time of the year"? One could make a strong argument.However, for every gift we receive there are 10 or so emails asking us to give to a cause. Whether online or via snail mail, charitable organizations capitalize on the...

Family can take so many different forms these days, whether it's biological or otherwise, but for a certain segment of my San Diego clientele, there is a particular privilege that might kick in this week:The parent tax.If you have children, what better way to teach...

The World Series is here, football seasons are in full swing, school is deep in session, and the weather is shifting for sure.Fall has a way of running along faster than we realize.It's kind of like our financial picture: things can change REAL fast, and before you...

Autumn is here, and in some parts of the country, apparently that already means snow...Weather is a close second to "life" in terms of unpredictability.So I think that means two things:You should always carry an umbrella.Your life insurance policy should be clear and...

Yes, there is chaos in the political world. Since it's not related to our vocation around here, I'll withhold comment, and let's move on to a happier conversation.Paying for college.(Yes, that was sarcasm.)So much ink (and an abundance of pixels) has been spilled over...

With Labor Day behind us, fall is just around the corner.(And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.)Now ... fall. This can be a happy...

Many of our San Diego clients are married. What I have to say today is still relevant, conceptually (and even in some of the details).So don't skip on by.As I have talked about before, estate planning is something that many families continue to neglect.I'm not here to...

It's wild to think that there are only four more months in 2019.As we get older, time sure does fly. And unfortunately, many get stuck in a rut from year to year. Specifically related to taxes -- many do not look at, or even think about, their tax situation until...

Firstly, our hearts are broken for the victims of the shooting at the Garlic Festival in California on Monday (one of whom was a six-year-old boy). These events accumulate to paint a picture of deep pain buried within our modern culture, and it's important, in my...

Summer is flying by. Do you feel that way?It's an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for San Diego parents with multiple kids playing multiple sports among 100 other things). Before you know it and July...

How we are raised around financial matters can impact us for a lifetime.When a close friend or family member loses their home, or their job (or both), it can be frightening on several levels. You begin to wonder if the same could happen to you. And, as you're probably...