Hey everyone, I hope this email doesn't interrupt your Christmas shopping. I wanted to touch base briefly about something clients have...

Planning for the future Hello everyone, I hope your summer went well and you're braving the recent heat wave as best you can. I wanted to...

Hello everyone, I hope this email finds you all doing well. I was recently inspired to dig into a topic that is not of much concern for...

Hello everyone, I hope you're doing well and your Christmas holiday went wonderfully. I'm popping in with a last newsletter email to try...

For those of you who (like me) pulled the trigger on I-bonds back when the rates were hovering around 9%-10% in 2022, you may be...

Hello everyone, I know a lot of you have kids headed to college which is an exciting (and difficult?) time for many. My kids are only in...

Hello everyone, I need to inform you of the requirements under the California Probate Code relating to Trustees serving on behalf of...

Hello everyone, I just wanted to check in to let you know that I am back in the office if you need me. The family enjoyed a relaxing "off...

Hello everyone, I hope this email finds you well. I was commenting the other day to my son (age 9) about how work isn't as bad if you...

Hello everyone, The past couple years, I've had more clients inquire about With the significant amount of equity many of us have in our...