Christopher Tate is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tate Asset Management in Rancho Santa Fe, CA and the surrounding communities.
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Among the many unique challenges that military families face, managing household finances can be especially demanding, particularly for...
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It has long been part of the American Dream: to earn and save enough money during our working years to live the lifestyle we choose throughout...
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A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...
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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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Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...
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Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...
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Money fantasies are nice. Some of them even come true – unexpected inheritances, yearend bonuses and yes, in even one in several hundred...
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If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...
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If the financial crisis of several years ago taught us anything, it is that the traditional stocks-bonds-and-cash investing model may no longer...
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About 40 percent of American college students are 25 years of age or older, indicating it is never too late to seek a college degree. In order...
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