Paul is a Certified Financial Planner® and serves as both a Manager and Financial Advisor at Personal Capital. He has been educating and assisting clients with important investment decisions for nearly a decade.
This weekend we remember those who died in service of the United State’s Armed Forces. Memorial Day is Monday, the 28th. Market movement this week was relatively uneventful. China and…
If you don’t have enough money to do both, is it smarter to pay off your mortgage early or invest your money in the financial markets? For most working people, these are choices that need…
This week, the 10-year U.S. Treasury note yield passed 3% for the first time since early 2014, as concerns around the impacts of inflation heat up. Some of the particularly visible…
Despite the prevalence of 401k plans offered by many employers, Individual Retirement Accounts – or IRAs as they’re better known as – remain one of the most popular retirement savings tools…
When we refer to your retirement number, most people think about how much money they need to save to meet their retirement goals. Knowing a specific retirement number is nice; it can…
On Monday, Congress passed a three-week spending bill to end the government shutdown that kicked off late last week. Immigration debate was a central topic between Democrats and…
The beginning of a new year is a good time to plan charitable giving strategies for the upcoming year. Taking the time to do this kind of legacy planning now can maximize not only the…
Most people view trusts as something only necessary for the ultra-wealthy. But like a good whiskey, trusts don’t need to be just for the upper-income echelons. They can be a good,…
They say only two things are certain in life: death and taxes. Unfortunately, sometimes the two come hand in hand, especially if you haven’t planned ahead. Enter taxes – and your…
It’s easy to get caught in the complex web of savings plans and strategies when you’re planning on financing your children’s college educations. What’s more, each family has their…
The Situation Sam and Bailey are married with three young children. The couple, who are both doctors in their mid-30s, live in Colorado which is one of the handful of states that offers a…
Saving for your children’s education is a high priority for many people. With college costs continuing to rise faster than inflation, creating an education savings plan can be complex…
