Diane Bourdo is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Treehouse Wealth Advisors in San Francisco, CA and the surrounding communities.
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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How often in life have you been able to accomplish something without first defining what it is that you’re attempting to do? For example, have...
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“I can’t believe I am a week away from when my tax return needs to be filed”. I am sure that there will be a few people who are reading this...
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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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With Valentine’s Day approaching, the heat-of-the-moment urge might be to splurge — to buy something expensive for that special someone, even...
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Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s...
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Every January, millions of us begin the New Year with a very familiar set of resolutions: Lose weight, save money. Both goals are surprisingly...
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I recently attended a large public seminar that focused on educating consumers about the value of financial planning. The headliner of the...
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If you're like most Americans, you're most likely searching for ways to save money now more than ever.But saving money, according to financial...
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I was working on my spring housecleaning the other day ( I know I was supposed to do this three months ago but tax season got in the way!) and...
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