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Keep Health Care Costs Down While Caring for a Child with Special Needs

There is no getting around it—health insurance is complex and complicated. You have to have it and there is no one-size-fits-all solution. And, when your child is living with a special need it makes the whole process even more complicated. Finding in-network specialists, scheduling exams, and keeping track of copayments and deductibles can be exhausting.

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

For some a car is simply a means of getting from point A to point B. For others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for others, but whatever the level affinity toward automobiles there comes a time where just about everyone needs to start shopping for a new (or used) one. But, don’t run down to the local dealership just yet.

#CLEARNEWS - Jump in!

There is a classic story about a sports promoter named Harry, who was traveling in Europe to find talent for his extraordinary entertainment. He came to a city in France and noticed a large crowd gathering in the downtown area. As he came closer he noticed that they were all looking up toward the sky...

How to Increase Your Returns with Tax-Savvy Investing

After market-risk and inflation-risk, which investors take great strides to mitigate through sound investment practices, taxation-risk presents the biggest obstacle to building wealth. A sound investment strategy not only seeks to generate returns on your capital, it also seeks to preserve as much of your capital as possible to keep it working for you.

Why Financial Planning is an Absolute Necessity for Everyone

 

The Importance of Financial Goals

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 distant future.

Does Your Portfolio Embrace Market Volatility?

Many investors, especially those still reeling from the 2008 – 2011 stock market roller coaster ride, have developed a low tolerance for volatility. As a result they have moved a significant portion of their investments into bonds or other fixed yield vehicles.

#CLEARNEWS - Put up or shut up

The last couple of months have been rough for Americans. Anywhere you turn there is horrible rhetoric demeaning or slandering any and all view points. In one week half of this madness will be behind us. However, the emotional wounds will need healing. The victorious party will not provide the remedy necessary.

Your Longevity Compounds the Inflation Risk of Your Retirement Income

It has only been since the Baby Boomer generation began to cross the retirement threshold that we’ve had to seriously confront the new challenge of our longevity.

Your Kids’ Social Media May be Your Weak Link in Identity Security

Perhaps the weakest links in the family security chain are the younger family members. The rise of social media as a gateway for children’s interaction with the world presents a substantial risk for families who otherwise try to keep a low profile. By posting details of their whereabouts, activities and plans, family members can inadvertently compromise their family’s security.

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