Sarah Wotherspoon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Private Ocean in San Rafael, CA and the surrounding communities.
How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...
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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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Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...
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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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Many people plan their finances as if they’ll never be sick a day in their lives. Yet the cost of a serious illness is all it takes to...
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Warren Buffet was recently in the headlines after agreeing to purchase Bank of America preferred stock. Buffet’s investment comes in the form...
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For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider...
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There are many challenges when you lose your job, including what to do with your 401(k) plan. This article outlines some of the things you...
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Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...
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This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...
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