Jennifer Bahi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Meritas Wealth Management, LLC in Larkspur, CA and the surrounding communities.
Are you considering making the transition from the role of employee to small business owner in this evolving economy? Start by strategizing and...
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On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
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Warren Buffet was recently in the headlines after agreeing to purchase Bank of America preferred stock. Buffet’s investment comes in the form...
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If you suspect that you have a credit problem, you can check your credit by ordering a credit report from one or all of the three major credit...
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Anyone who owns a tax-advantaged retirement account such as a 401(k) or individual retirement account (IRA) — that’s 63% of (or 77.5 million)...
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It’s that time of year again. There’s excitement in the air, discussions and twitter posts about all that we’re grateful for, and holiday...
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Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...
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Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...
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You have done all the hard work and fun research. You have picked out the color, make and model of your dream (or at least next) car. You have...
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It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
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