The presence of women in critical roles within businesses is essential and significantly impacts driving positive outcomes. Investors are increasingly recognizing the influence of women in achieving favorable results. Extensive research has consistently highlighted a...
Enduring Principles
Finding the Right Balance: Strategies for Pursuing Financial Success While Enjoying Life
Think about it this way: balancing fun and savings is like making a delicious smoothie. You've got important ingredients like fruits and veggies that are good for you (that's your savings), but you also want to add a little sweetness and flavor (that's the fun...
Independent and Thriving: What to Consider In Your Later Years
Discover the keys to pursuing a fulfilling and secure retirement. Staying socially connected, saving consistently, maintaining a healthy lifestyle, planning for future care, and preparing for retirement on your own terms.
Financial Resolutions for Individuals Nearing Retirement
The new year brings a fresh start and a chance to take control of your financial future. Check out our blog for financial resolutions to help you pursue your retirement goals and feel confident in your financial security. From fully funding your emergency fund to working with an Enduring Wealth Advisor, we’ve got you covered. Let’s make this year the year you confidently pursue your retirement dreams!
Hot Air Balloons are like IRAs
Hot air balloons rise in the east, launching from Lake Skinner in Southern California’s Temecula wine country. On many weekday morning runs I’ll see a handful of them on the horizon. Small black spots, backlit by the rising sun. They rarely drift into the more densely...
Team Highlight: Mona Hurtado
We are excited to announce that Mona Hurtado, passed the difficult securities exams and is now an LPL Registered Administrative Assistant!
Credit Card Snowball Strategy
Honestly, I’m not spending any more than I make, but there’s nothing left for savings.
Five reasons NOT to contribute to your 401k plan.
If you’re barely making the minimum payments you are headed for bankruptcy, and guess what? Money that you put into a 401k plan is protected from creditors!
Are you prepared for things to go terribly wrong?
Cynthia woke up. Everything was blurry, including the talking. She tried to move, but everything hurt too much. She laid there on her back, trying to make sense of the situation. What was happening?
Committed Relationship Take Work aka Nate and Sarah Get Married
Sarah and Nate have very different stories of their initial dates. It was a whirlwind romance for them, by any measure of romance.