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In The News

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Financial makeover: How to plan happy retirement - 9/13/2014

 

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A Guide to Financial Advisor Fee Structures 2/18/14

 

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Moving Parents In With You

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President Trump’s tax proposals and you: 4 things to know - 4/27/17
Here's some financial planning advice for Tax Day - 4/14/17: Listen to Audio | Read Transcript
Financial planners debate whether wealth management responsibilities lie with the client or the adviser - 2/2/17

How you can assess Trump's job on the economy - 1/23/17
How to trust your bank after Wells Fargo's scandal - 9/29/16

A Nation Engaged: Race and economic opportunity in Southern California - 9/22/16

You might get bigger paychecks, and other economy predictions of 2015 1/26/2015
Study: Latino investors want to learn more about investing 8/11/2014

What's the Health of the Economy in Your Own Neighborhood? 5/8/2014

A look back at the US economy's gains and losses in 2013 12/23/2013

What would happen if the US government were to default? 10/16/2013

Economic Roundtable: How is California faring five years after Lehman?

Is California's economy looking bright? - 6/12/2013

The State of the Estate - 6/18/2012

 

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Preparing Clients For Their Digital Afterlife During Estate Planning

 

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The Importance of a Flexible Budget - Creating Space for Emergency Expenses

 

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Top Five Tax Resolutions for 2011

 
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What to consider when investing in target date retirement funds - November 2016
How to improve your spouse's chances of a well-funded retirement - September 2016
Dented and duct-taped, old HP calculators still beloved by planners - August 2013

Los Angeles Times Money Makeovers
Preparing for his next leap — from stunt work to cooking ventures - May 2015
Time for Trucker to Focus on his Family's Needs - January 2015
Grief counselor seeks financial healing - May 2014
Parents juggle job loss, costs of children with retirement planning - December 2013
Baby boomers should be checking, tweaking investments once a year - May 2013
Healthy savings, no debt but worried about retirement - May 2013
Nearly one-third of U.S. homeowners have no mortgage - January 10, 2013
Pursuing a dream may be worth the high cost - September 25, 2011
Couple want to save the Earth and money for their child's future, October 24, 2010
Newly single and rethinking his future
Financial Advice for a Widow, March 28, 2010
Bellflower couple aren't ready to retire, but he's lost his job, August 23, 2009
Finding a Financial Road Map, April 19, 2009
Strategy for a retired couple as home value falls, January 16, 2009
Overspending on a Six-Digit Income, April 15, 2007

AIDs Took a Toll on His Financial Health, October 14, 2007



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Discover EDGE (Discover Card)
Financial Planner – How to Find a Good One
Selling Stock



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A Few Universal Truths

 


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Battle with cancer doesn’t deter financial goals, June 9, 2007

 



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Straight Talk about Data Security, August 30, 2004

 



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Single? Can you ever retire?
Should you bail out spendthrift parents?
3 Worst Money Moves You Can Make
Are Your Finances as Strong as Your Marriage?



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Money Magazine
Rising out of Bankruptcy, October 1, 1996



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Metropolitan Water District’s People Interactive
Great Retirements Don’t Just Happen



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Real Simple magazine
Finding Money in Your Budget for Savings

Journal of Financial Planning, June, 2006. Protecting Client Data.



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Wall Street Journal, August 9th, 2006
ACT ONE, Letter to the Editor re: “Are Twentysomethings Ready for Commitment to Owning Real Estate?”

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