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Los Angeles Financial advice
Can You See The Forest Through The Trees?
Business & Finance
March 3, 2010
In the last few weeks, I’ve had the opportunity to speak in front of a handful of audiences mostly made up of women. In reviewing the...
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The Impact of Attitude!
Business & Finance
February 12, 2010
While attending a women's conference in Ontario, California, I had the luxury, yes, the luxury, of meeting Chellie Campbell. Here is a woman who...
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Living Your Dream is Your Choice!
Business & Finance
January 6, 2010
2009 had two significant events that nearly derailed me—I lost my beautiful and inspirational mother to cancer, and had a terrible car...
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The Real Purpose of an E-Fund!
Business & Finance
January 6, 2010
When I teach my personal finance or investment classes, stories are the medium to drive the lesson into those hard-headed students of mine. I&rsquo...
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Brown Bag or Bust!
Business & Finance
January 6, 2010
With the New Year rung in, resolutions abound. We promise ourselves to do this and to not do that while so much of what we choose to do involves...
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Estate planning 101: Powers-of-attorney (Part 2)
Business & Finance
July 22, 2009
A healthcare catastrophe comes as a thief in the night. One never knows when it will strike. For my beloved family member, a severe stroke crippled...
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Estate planning 101: Powers-of-attorney (Part 1)
Business & Finance
July 22, 2009
George Will said, “The future has a way of arriving unannounced.” He couldn't be more correct. Unfortunately, there is no &ldquo...
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Financial Planning 101: The value of creating relationships
Business & Finance
July 20, 2009
This past Friday I was so fortunate to spend a couple hours with some of my favorite clients. It was a joy to finally have some good news on the...
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Insurance 101: Variable insurancewhat is it?
Business & Finance
July 17, 2009
The third type of insurance is called variable insurance. Its technical term is “variable universal life” or “VUL”...
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Insurance 101: Why permanent insurance could be right for you
Business & Finance
July 16, 2009
Next we'll talk about permanent insurance, the insurance that lasts as long as you do providing you continue to pay the premiums. There are two...
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