Joshua Schefers is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Zuk Financial Group in Walnut Creek, CA and the surrounding communities.
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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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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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