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Los Angeles Financial advice

Can You See The Forest Through The Trees?

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!

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!

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!

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!

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)

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)

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

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 insurance—what is it?

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

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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