Katherine Davalos is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in San Jose, CA and the surrounding communities.
What is a REIT?REIT is the acronym for Real Estate Investment Trust, which is a real estate company that offers shares to the public. Some...
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Recognizing that saving for retirement is a must for anyone who wants to control their own financial destiny and avoid running out of money...
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You can be your own worst enemy if you do not have the proper perspective on your investment portfolio. Human nature can be contrary to...
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With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...
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You may also need to use additional estate planning tools depending on the size and complexity of your estate. These tools may be useful for...
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As a current member of the evolving Sandwich Generation spanning in age from the 30s to the 60s, you may feel the ever-challenging financial...
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Sometimes life doesn’t go according to plan, and sometimes what we’ve set aside for retirement must be used earlier than expected due to a job...
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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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As busy as they are building careers, starting families and carving out a niche in the world, the importance of financial planning early in...
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