Thomas Bennett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBIS LLC/Union Bank in SAN RAMON, CA and the surrounding communities.
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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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The role of the US Federal Reserve, referred to most as “the Fed,” and how it determines interest rates remains a mystery for many people. One...
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Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...
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Many investors would agree that minimizing investment cost is one of the basic tenets of sound investing, and critical to achieving long-term...
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What is your most important asset? When asked this question, most people respond with their house, their 401(k), or the inheritance they hope...
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Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...
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As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be...
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In today’s economic world cash isn’t king – plastic is! Consumers swipe credit or debit cards for just about everything, including their...
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Last Updated: May 11, 2009 When it comes to life events, few can compare with divorce. With a divorce, your life gets turned upside down with...
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Whenever I meet with prospective clients, I usually hear the following comment “I want my portfolio to outperform the overall market, but I don...
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