The Financial Side of Marriage Equality

Santa Ana, CA – August 14, 2017   Any couple has a constitutional right to be married in any state and to receive all benefits of marriage in that state, the United States Supreme Court has held in a series of decisions. These decisions — primarily United States vs. Windsor and Obergefell vs. Hodges — […]

More Women Drive Financial Decision Making, But Fewer Seek Professional Advice

Santa Ana, CA – August 7, 2017   By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing studies into the attitudes and actions of women around financial topics found that an ever-increasing percentage of married women are taking charge of financial and retirement planning […]

The Sandwich Generation: How the Fletchers Provide for Parents and Kids

Santa Ana, CA – July 31, 2017   As a consequence of an aging population, more working Americans are finding themselves faced with a new challenge — trying to save for retirement while sandwiched between financial obligations to children and to elderly parents. With two children in high school, Suzanne and Matt Fletcher each work […]

Strategies for Managing Retirement Assets in the Event of a Layoff

Santa Ana, CA – July 24, 2017   Layoffs are a fact of corporate life as companies grapple with economic cycles and global competition. If you get caught in a corporate downsizing and you are not immediately moving to a new employer, you generally have three options for your retirement plan assets: Leave your money […]

Intergenerational Wealth Planning: A Win-Win for the Whole Family

Santa Ana, CA – July 18, 2017   Discussing the transfer of wealth from parents to children can be uncomfortable for both parties. Yet by introducing children to the wealth management process from a young age, affluent families may be able to reduce family tensions later in life and help ensure that the planning tradition […]

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