Generations

The Three Chapters of Retirement

By Landon Yoshida, AIF, CRPC, Vice President Wealth Management and Principal, and Laura DeVore, Financial Advisor — The first discussions we have with our clients often center around their plans for retirement. In these conversations, we talk about many topics, including their goals, concerns, wishes and fears. What financial concerns keep them up at night? “I

2019-02-15T22:45:14+00:00February 15th, 2019|Generations|

Sandwiched Between Moments: Finding Balance When Taking Care of your Parents and Kids

By Shawn Covarrubias, AIF, Vice President, Operations “It’s only a moment in time.” This is what my father has said to me over the years if I complained about having to do something. My parents have always taken great care of me. They had always been my pillars of strength — until one day

2018-11-26T22:54:50+00:00November 26th, 2018|Generations|

Strength-train Your Financial Muscles by Creating Good Habits

By Jennifer Olson, CFA, CIPM, CFP®, Senior Financial Analyst — Seven years ago, I dated a guy whose food budget was $25 a week. What?!? How can someone live on that budget? People wondered why I would date a struggling 25-year-old part-time college student who was working full-time to send himself to college.

2018-11-02T00:17:52+00:00November 1st, 2018|Generations|