How one Couple gets the most out of Social Security

Credit Card Snowball Strategy

Will Uncertainty Attract a Bear Market?

Five reasons NOT to contribute to your 401k plan.

Section 529 Plan Myths

Click to RSVP for the event on
Thursday, May 26, 2022 @ 4:00 Pacific

RSVP here

Hero of Main St – VLog

What’s in a name? Mine is simple, one syllable, “Ralph”. It supposedly means wolf or hero…

Contact Us

Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email…

Section 529 Plan Myths

Click to RSVP for the event on
Thursday, May 26, 2022 @ 4:00 Pacific

RSVP here

Hero of Main St – VLog

What’s in a name? Mine is simple, one syllable, “Ralph”. It supposedly means wolf or hero…

Contact Us

Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email…

Recent Posts

Father of the Brides

The white carriage pulled by a white horse took us down the gentle grade around the back of the lake in full view of the guests seated at the entrance to the peninsula…

What is an IRA?

According to the Internal Revenue Service, IRA stands for Individual Retirement Arrangements (IRAs).

Credit Card Snowball Strategy

If you want to have extra money, let’s get those cards paid off. At 18% interest, carrying a balance costs you $15.00 per month for every $1,000 you owe. But some of those cards charge 24%, or $20 per month per $1,000.