Theodore Athans is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Mountview Financial in Chino Hills, CA and the surrounding communities.
7, 24, 66
Foiling I.D. theft is no longer just a matter of buying a document shredder and keeping track of your receipts — though it helps.I.D. theft...
Read More >
As diverse as the American population is, the vast majority of us, regardless of age or background, are united in our concern about saving...
Read More >
As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes...
Read More >
Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...
Read More >
Many people mistakenly believe that once their divorce is finalized, their days of filling out paperwork and forms are over. The truth is you...
Read More >
First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...
Read More >
Taxes can eat away a significant portion of an investment's return. Yet at the same time, financial planners caution against allowing the "tax...
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 >
We talk a lot at the financial planning firm I work for about mutual accountability. In fact, it is part of our vision statement. What it means...
Read More >
Every January, millions of us begin the New Year with a very familiar set of resolutions: Lose weight, save money. Both goals are surprisingly...
Read More >
