Scott Lucia is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Andrews, Lucia Wealth Management LLC in Alamo, CA and the surrounding communities.
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Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...
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You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
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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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Trailblazing travel writer Eugene Fodor once said, “You don’t have to be rich to travel well.” As true as that statement may be, taking a trip...
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To Stay or Not to Stay — That is the QuestionThe home is typically the largest marital asset. The decision to stay or not to stay in it is not...
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Are you considering making the transition from the role of employee to small business owner in this evolving economy? Start by strategizing and...
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Last Updated: January 1, 2012If you’ve made a New Year’s resolution to get control of your finances in 2012, here’s a list of important...
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It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
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Congratulations! You now own a piece of the American Dream. Here are a few financial tips for being a homeowner:Use Your Home to Build Good...
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When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...
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