Carrie Sax is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at EP Wealth Advisors in Berkeley, CA and the surrounding communities.
I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...
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“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...
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You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
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If you’re like most Americans, you probably have a tough time saving as much as you should. Part of the problem may be that you do not know how...
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Tax season has a way of turning even the most diligent deadline-sticklers into big-time procrastinators. But, with April 18 fast approaching ...
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It's never an easy question to answer. What should you save toward? Should you save only for retirement? Should you save for college first and...
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The Financial Planning Association website has a very useful section called “Choosing a Planner,” which begins by stating:...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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Retirement can be daunting to figure out, because the implications of your choices tend to get magnified. A market drop or negative health...
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Some people are interested in leaving a financial legacy for their families and some people want to spend every penny they have accumulated....
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