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The Dream Statement: An Important Input to Your Financial Plan
With a Dream Statement, we help clients document their vision for the future in their own words. It then guides ...
This Earth Day Start Supporting the Environment as an Investor
In recognition of Earth Day, we discuss what we think is a better way to support the environment as an ...
Considering Buying a Home?
Buying a home is a big investment. As the financial professional in your life that's truly objective, let us be ...
The Benefits of Home Ownership
Is home ownership worth it? A true apples-to-apples comparison shows buying beats renting in the long term.
Variable-Rate Student Loans: Eric Figueroa Quoted by Nerdwallet
Wealth manager Eric Figueroa says the issue with variable-rate student loans is: What if interest rates keep going up?
Longevity Risk: Eric Figueroa Quoted by MoneyGeek
Founding Wealth Manager Eric Figueroa discusses longevity risk: how to incorporate your life expectancy into your financial plan.