Generations

New Baby Checklist: 7 Ways to Get Your Finances Ready

By Christopher Whitaker, CFP®, AIF®, Financial Advisor As a young parent just starting off on this journey, I’ve come to realize that not all who wander are lost. Some are just parents, in Target, hiding from their children. Raising kids is a tough task! Sleepless nights, random tantrums, encouraging them to walk,

2020-05-20T20:27:59+00:00November 14th, 2019|Generations, Newsroom|

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|

Giving Can Make You Happier, All Year Long

By Landon Yoshida, CRPC®, Vice President, Wealth Management and Principal; and Laura DeVore, Financial Advisor "Have you ever met an unhappy generous person?" This question was presented to us years ago on a coffee mug.  When we thought about the answer, it was a resounding and confident, "no, we have not.” All the generous people

2020-05-20T20:25:06+00:00January 16th, 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

2020-05-20T20:25:16+00:00November 26th, 2018|Generations|

Six Tips for Creating Good Financial 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.

2020-05-20T20:25:26+00:00November 1st, 2018|Generations|