Michael Tomren is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Tomren & Sullivan Wealth Management in San Ramon, CA and the surrounding communities.
7, 24, 63, 65
A few years ago I helped conduct a focus group. One of the conclusions was that those focus group members who had a longer term perspective...
Read More >
As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
Read More >
Insurance is oftentimes viewed as a static process. You buy life insurance, auto insurance, health insurance, and other forms of coverage, and...
Read More >
It really doesn't take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic....
Read More >
With Valentine’s Day approaching, the heat-of-the-moment urge might be to splurge — to buy something expensive for that special someone, even...
Read More >
If you spend a good portion of your day in a building like an office or a school, chances are good that you’ve participated in a fire drill....
Read More >
If you have been following your bond investments recently, you may have noticed that after a nice, steady increase in values, most bonds have...
Read More >
Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...
Read More >
An understanding of hindsight bias and other aspects of behavioral finance can make you a better investor by increasing awareness of the...
Read More >
When asked the question “what is your biggest asset”, most people will say “my house” or “my retirement plan.” But the truth is that our...
Read More >
