Thomas Bennett is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at RBC Securities LLC/City National Bank in Benicia, CA and the surrounding communities.
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Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...
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There are many factors to creating a stable, secure, and sustainable1 retirement income plan. One of the more important factors in retirement...
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It is tax time and a frequent question I get is – Can I file married but separately for tax purposes?The easy answer is yes, but as always...
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Last year’s Valentine’s Day blog was about how to not break the ba...
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Globalization has not only moved many American jobs overseas but Americans, too. There can be real benefits to an overseas posting such as...
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This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...
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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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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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Valentine’s Day is approaching and the air is thick with the elegant scent of roses, romantic sentiments whispered between lovers, the ethereal...
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It has long seemed like trivial advice. Set three to six months of money aside in an emergency fund. Well, that advice is no longer something...
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