Silicon Valley has long served as a beacon throughout the country and world for the best and brightest technology professionals seeking career and economic opportunities. Within the counties of Santa Clara and San Mateo, 38% of the residents were born outside of the United States as of 2017,1 and countless more are domestic transplants from … Continued
There are many “it’s never too late” quotes about life. It’s never too late to be happy, to say you’re sorry or to fall in love. Unfortunately, purchasing insurance is one instance where you can be too late, which is why it’s important to review your coverage on a regular basis. Certain major life events … Continued
For many of our clients approaching their retirement years and beyond, this question is starting to come up more and more: How will I pay for my long-term care if and when I need it? According to the Department of Health and Human Services, 70% of people turning sixty-five can expect to use some form … Continued
The beginning of any new year is a time for resolutions, like eating well, exercising, and flossing regularly. It is also a good time to think strategically about your financial life and, if necessary, resolve to implement a seasonal planning process that could make you “financially fit” by year end. A good place to start … Continued