Pamela Jacobs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Frontier Wealth Strategies LP in San Ramon, CA and the surrounding communities.
If you believe that everything has been done to preserve your estate as it passes to your heirs, you may want to think again. Almost 70% of...
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The golden rule for minimizing your tax burden and avoiding unpleasant surprises from the IRS this year — and any year for that matter — can be...
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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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Weather delays, terrorism scares and general overcrowding in the skies have lead to plenty of frightening travel news on the airwaves. If you...
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The great entrepreneurial idea is there, along with the drive to turn that idea into a viable business. Finances are the X factor. The ultimate...
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Nothing is more heart-wrenching than to realize that your savings for retirement and your golden years will be fractured because of divorce....
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As with time-honored tax-saving strategies, there are common tax-filing mistakes that seem to snag taxpayers year in and year out, regardless...
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It's never an easy question to answer. What should you save toward? Should you save only for retirement? Should you save for college first and...
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By FPA member Joseph R. HearnLast Updated: August 10, 2011It’s understandable if you’re feeling a bit anxious. In the last few years we’ve had...
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I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...
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