Apr 28, 2025
Xennial speaking here. Yes, the generation that slots in between Gen X and Millennials. As a Certified Financial planner for a decade and a half, I’ve learned a lot both from personal experience and also working with clients about some of the major pitfalls of...
Apr 25, 2025
New Age 60-63 Retirement Contribution Catch-Up Rule (SECURE 2.0 Act)Written by: Laurie Allen, CFP for LA Wealth ManagementWe’re always looking for ways to help our clients save more money for retirement and the government just gave us one heck of a leg up! The...
Apr 3, 2025
Experiencing a market downturn can evoke a range of emotions—fear, anxiety, and uncertainty are common reactions as you watch your portfolio fluctuate. It’s natural to feel uneasy when the markets dip, but it’s important to recognize that these feelings are part of...
Mar 6, 2025
Written by: Laurie Allen for LA Wealth ManagementI recently sold our first home and bought a new home and it had been over a decade since we’d purchased a new home, so I had forgotten about a few of the costs associated with the purchase. As a financial advisor,...
Mar 6, 2025
The loss of a spouse is an emotionally challenging time, and amid the grief, it’s important to address financial matters that can have lasting implications for your future. While there is no easy way to prepare for the emotional toll of losing a loved one, taking...
Mar 1, 2025
Check back soon for more blog posts Welcome to our new website! Everything has been completely revamped and redesigned to serve your needs better. We hope you’ll enjoy exploring this new, user-friendly site. We’ve made an effort to provide comprehensive information...
Feb 14, 2025
Money has long been labeled as one of the biggest stressors in relationships. In fact it’s always cited as one of the major reasons why people get divorced. Some would counsel to keep money separate, yet, new research suggests that instead of keeping finances...
Feb 1, 2025
The FIRE movement—which stands for Financial Independence, Retire Early—has gained widespread attention for offering a path to early retirement through aggressive saving and investing. You’ve been living under a rock if you haven’t seen someone on youtube talking...
Feb 1, 2025
For decades, the idea of retirement has been synonymous with the end of work—a milestone that marks the conclusion of one’s professional life and the start of leisurely golden years. But as the world evolves, so too must the way we think about life’s milestones. The...
Dec 17, 2024
For high-income earners, especially those working for publicly traded companies, equity compensation in the form of Restricted Stock Units (RSUs) is a powerful wealth-building tool. RSUs provide an opportunity to benefit from your company’s growth, but they also come...
