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.
Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
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The Problem/GoalMaria and Joseph Martinez are married and have a daughter, Isabella. Up to this time, they have enjoyed a very comfortable...
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Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...
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Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
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Graduation time is rapidly approaching. While this can be a hectic period of adjustment for college graduates, there is one graduation issue...
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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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I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90...
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Here’s a disconcerting thought: each year during retirement, everything you buy will cost more than it did the year before. Such is the nature...
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What steps can you take during the emotionally-draining and uncertain divorce process to financially plan for relocation? In concert with...
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$400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at...
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