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Cybersecurity Webinar Kickoff

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Welcome to the cybersecurity kickoff! Kevin Bourke has created a cybersecurity webinar highlighting the importance of cybersecurity, and he explains what steps need to be taken to ensure you are…

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A Brief Word on Inflation

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Originally sent as client communication 5/17/2021   The last few weeks have brought a wave of questions regarding whether inflation is rearing its ugly head, so let’s address this topic….

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retirement financial planning santa barbara

9 Questions to Ask Your CPA

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As you meet with your CPA this tax season, I suggest you give them the following list of questions. Some CPAs may be too busy to do comprehensive tax projections as part of the tax-preparation appointment, but that should not preclude you from asking the following.

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The Big RV

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Several friends of mine camp, boat and waterski regularly at a nearby lake and invited me to accompany them one weekend not too long ago. They all have large, fancy…

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Spring is a Time of Renewal

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Originally Published March 24, 2014   As this wonderful season approaches (and hopefully brings milder weather), we believe the stage is set for renewed growth in the U.S. economy. The…

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2013 Year in Review

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Originally Published February 3, 2014   “An investment in knowledge pays the best interest.” -Benjamin Franklin Investing should be more like watching paint dry or watching grass grow. If you…

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