Democratizing access to great financial advice.

Category: Impactful Blog

The Advantage of Cash Alternatives Over a Savings Account or CD

You can get a decent return on a savings account or CD. But professional cash management can get your money working even harder for you.

Student loan payments resume October 1. There’s never been a better time to get your financial house in order.

The big risk with private student loans is you don’t get any of the benefits and extra protections offered to federal student loan borrowers.

With a Dream Statement, we help clients document their vision for the future in their own words. It then guides the planning process.

In recognition of Earth Day, we discuss what we think is a better way to support the environment as an investor.

Buying a home is a big investment. As the financial professional in your life that’s truly objective, let us be your first stop.

Is home ownership worth it? A true apples-to-apples comparison shows buying beats renting in the long term.

There are many paths to student loan forgiveness. As your wealth manager, here’s what we’d be helping you assess and consider.

Wealth manager Eric Figueroa says the issue with variable-rate student loans is: What if interest rates keep going up?

Founding Wealth Manager Eric Figueroa discusses longevity risk: how to incorporate your life expectancy into your financial plan.