One of the first lessons of finance we are taught, by our parents or through some basic personal finance course, is to make creating an emergency fund our top

An estate takes lifetimes to build but can be lost in the blink of an eye. Most of us don’t imagine assets that took decades to accumulate being drained in a

Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule. However, when the structure and

It’s certainly no secret that healthcare costs have escalated in recent years, and there’s no reason to believe that the end is in sight.  But whether you have

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

For most of us the conversation isn’t whether or not we’ll need long term care, but rather when. According to the U. S. Department of Health and Human Services

If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule

An estate takes lifetimes to build but can be lost in the blink of an eye. Most of us don’t imagine assets that took decades to accumulate being drained in a

In Marin County investment planning, we view goals as life’s destinations, whether it is where you want to be at the end of the day or at some point in the

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without

While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your