Jennifer Coffey Smith is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Apella Wealth in Larkspur, 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...
Read More >
In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...
Read More >
As you may have seen on this or other sites, April is Financial Literacy month. While some people go back and forth as to whether or not...
Read More >
Taxes can eat away a significant portion of an investment's return. Yet at the same time, financial planners caution against allowing the "tax...
Read More >
Whenever I meet with prospective clients, I usually hear the following comment “I want my portfolio to outperform the overall market, but I don...
Read More >
Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...
Read More >
When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...
Read More >
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
Read More >
Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders – get your financial orders in place,...
Read More >
Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...
Read More >
