Patrick OHara is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EP Wealth Advisors in San Luis Obispo, CA and the surrounding communities.
When people near retirement they often wonder how much, if any, life insurance they should have during retirement. When you are working and...
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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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Identity theft is an increasingly worrisome topic for many. With more than a million people affected by identity theft each year, the below are...
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'Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We...
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For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...
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The beginning of the year is a good time to think about how you'll handle your financial investments, but it's also a good time to consider how...
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If you’ve ever watched Steve Jobs 2005 Stanford Commencement Speech, you will likely remember the poignant description of his morning ritual in...
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Unless you have been on another planet for the past several months, and or years, you know that we are facing difficult financial times. Our...
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While no one can count on rate forecasts, the prospect of lower mortgage rates should have borrowers thinking about taking advantage of cuts...
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Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...
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