Allan Moskowitz is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Transformative Wealth Management in Berkeley, CA and the surrounding communities.
When faced with divorce, there are issues relating to retirement that are easily overlooked, yet critical for the later years. Among the areas...
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When you buy a home, it's important to consider its resale potential, even if you have no foreseeable plans to move. Here are some tips:A...
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Early key moves and decisions can make a difference between surviving financially until you're successfully employed again – perhaps even...
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If you are like most professionals, you graduated with over $100,000 in student loans. While that debt may feel like a monkey on your back, it...
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A 529 plan is a savings plan that allows individuals to save for a beneficiary’s college expenses. Invested funds grow tax free and, provided...
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Behavioral finance is a relatively new field of study that blends economics with psychology by studying the decision making process. It is...
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To Stay or Not to Stay — That is the QuestionThe home is typically the largest marital asset. The decision to stay or not to stay in it is not...
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Did you know that many public employees are starting to retire much earlier than society’s traditional age of 65? In recent years, this is...
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As many business owners painfully discover, successfully building their enterprise does not always directly translate into successfully...
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The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...
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