Tag: wealth

The “B” Word: It’s Not as Bad as You Think

The “B” Word: It’s Not as Bad as You Think

Consumer Advocate Lynn Ballou Offers Top 10 Tips for Getting Real About Budgeting  By Lynn Ballou Certified Financial Planner™ CFP® Board Ambassador for the SF Bay Area  One of the big news stories of the summer was the debt ceiling debates in Washington. While the average person may feel far removed—and likely confused—by the debt [...]

Your Home and Life: Keep Things in Proportion

Your Home and Life: Keep Things in Proportion

Beryn Hammil SF Bay Area Interior Designer  Our culture often includes the size of someone’s house in the definition of “success.” But times have changed and this is no longer a very good gauge of a “success story.”  The Size of Your

Clean Up Your Finances-Part Two

Clean Up Your Finances-Part Two

by Lynn Ballou Certified Financial Planner ™ CFP Board Ambassador-SF Bay Area In Part 1 of this 2 part series Don’t Just Clean Your House, Clean Up Your Finances, I shared 5 of 10 tips to get your spring cleaning started.  Following are t

Valentine’s Day: Financial Intimacy Creates Lasting Relationships!

Valentine’s Day: Financial Intimacy Creates Lasting Relationships!

by Lynn Ballou Certified Financial Planner™ CFP® Ambassador SF Bay Area  I don’t know about you, but when I’m standing in line at the grocery store, my eyes definitely wander to the tabloids – how can they not?  My favorite guilty

Beat the Inflation Enemy: 6 Ways to Manage Your Money

Beat the Inflation Enemy: 6 Ways to Manage Your Money

by Cathy Curtis Certified Financial Planner Inflation can be a powerful enemy. Why? Because it’s invisible, there are no laws protecting you from it, and it’s not selective—every dollar is subject to its eroding influence. As a resul

Refinance Your Mortgage Now: Top 6 Reasons!

Refinance Your Mortgage Now: Top 6 Reasons!

Lower Rates Aren’t the Only Perk to Refinancing In Today’s Market! The media is making it sound like everyone is “under water” on their home loans with news of declining values and high mortgage balances.  While this is the case with

Personal Wealth: How to Handle a Financial Windfall

Personal Wealth: How to Handle a Financial Windfall

Some of us will be the fortunate recipients of a sudden, unexpected or unearned sum of money that can be life changing. Unfortunately, many of us will blow it. Such is the nature of sudden wealth. by Cathy Curtis, Certified Financial Plan

Divorce and Money:  Splitting the Assets

Divorce and Money: Splitting the Assets

If money is a problem in your relationship, it’s probably going to become an even bigger problem with divorce.  What if more money is owed on the house than it is worth? What about retirment accounts?   by Allison Gervais Sr. Mortgag

Ups and Downs of the Stock Market: What’s the Impact on Your Investments?

Ups and Downs of the Stock Market: What’s the Impact on Your Investments?

Tuesday, May 25: Just another day in the stock market:  The DJIA (Dow Jones Industrial Average) was down over 200 points mid-day but finished down only 22.82. It bounced around a lot all day. This kind of volatility has gone on for a long time n

Divorce and Your Home:  How to Split your Most Important Asset

Divorce and Your Home: How to Split your Most Important Asset

The declining real estate market has added another headache to couples who are divorcing… “What should we do with our home?” by Allison Gervais Sr. Mortgage Loan Consultant Many couples are forced to come up with creative ways to dea

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