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Getting Ready for California Financial Literacy Month

The California Department of Financial Institutions is ready for a new kind of awareness month. April has been designated as California Financial Literacy Month – a month-long series of programs and...

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The Importance of Having a Financial Planner

The question of what to do with money is something that plagues many of those of Generation X and Y (who are now 20-40 years old).  As they graduate from college and go from starter jobs to well-paying...

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How Financial Planning Can Help Your Small Business

A small business owner often has many hats to wear making it difficult to juggle the different aspects of a business. The legal and financial details and formalities take time to understand and manage...

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