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Suite 115
San Mateo, CA 94404

Blog

Thursday, September 10, 2020

Two years ago my parents were on a Sunday morning walk when they were struck by a ride share vehicle as they crossed an intersection. I got the phone call from the hospital as I was grocery shopping. The nurse on the phone said my...

Friday, August 28, 2020

Like anyone else, you want a life insurance policy that meets your needs and budget. But how do you find the right policy when there are so many to choose from and many of them seem so similar? The key is knowing how to compare...

Friday, August 28, 2020

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs...

Friday, August 28, 2020

Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts...

Friday, August 28, 2020

With the coronavirus shutting done educational institutions and moving classes online, the face of education across the country has changed. While the focus has been primarily on completing the educational requirements to get K through...

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Tuesday, August 25, 2020

On Saturday, August 15, a dry lightning storm tore through my little mountain community of San Lorenzo Valley in the Santa Cruz Mountains. By Monday morning, we could smell smoke from the fires that had been sparked by the lightning...

Friday, July 31, 2020

Women play a central role in establishing and preserving family wealth -- whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their...

Friday, July 31, 2020

You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that...

Friday, July 31, 2020

Whether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have some questions about the "best practices" of trust management. A well-managed trust can help preserve...

Tuesday, July 21, 2020

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when...

Tuesday, July 21, 2020

Today, many people find themselves inundated by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better than in...

Thursday, May 31, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...