Client Resource Center

Practical answers for your questions

310 N Westlake Blvd., Suite 260 • Westlake Village, CA 91362
Phone: 805-496-0075
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Ideas and topics on how to build your net worth. From money savings ideas to help you become a smarter investor.


Financial Tip of the Month

Five Great Banking Tips
Time for mistletoe and savings
Saving tips for soon-to-be pet owners
Conquer student loan debt
Cost-cutting ideas for your upcoming vacation
Before consolidating debt, ask these 4 questions
Want to save more? Reconsider your grocery trips
Avoid these 3 homeowner's insurance mistakes
Creating financial goals as a couple
Applying for the SS spousal benefit? Get the facts
Tips for retiring into a bear market
3 investment blunders everyone should avoid
Deciding on a 15- or 30-year mortgage? Consider these factors
Keep track of your digital assets during estate planning
Payday loans: A good idea?
Taking out a loan? Answer 3 questions first
Get in the habit of saving

Investing

Investing basics: Picking the right stocks
DRIPs: Should you consider this investment technique?
Investing basics: Know when to sell a stock
The nine basic rules of investing
Investing basics: Try dollar-cost averaging
Investing basics: Mutual funds
How to get an investment club off to a good start
Is myRA in Your Future?
Debt reduction may be your best investment
Understand the Time Value of Money
Should You Invest in Rental Real Estate?
Wash Sales
Applicable Federal Rates (AFRs)
Are You Taking Advantage of the Time Value of Money?
Surprise! The Mutual Fund Tax Trap

Money Saving Ideas

Look beyond the interest rate before you refinance
Consider Donating Appreciated Stock & Mutual Funds
Tax tips for investors
Credit card debt may be hazardous to your financial health
Wardrobe Shopping Doesn't Have to Break the Bank
Be Smart on the Road and Save Money

The Basics

Everyone needs a financial plan
Check your credit report - it's free
Financial Basics: Calculate Your Net Worth
Nine Basic Rules for Building a Nest Egg
Don't overlook disability insurance
Financial basics: Buy the right insurance
Give Your Children the Financial Education They Need
How to Build Your Emergency Fund - When You Have No Money
Financial Basics: Buying the Right Insurance

Other Topics

Putting Your Child's Name on Your House's Title May Not Be a Good Idea
Avoid the 10% Early Withdrawal Penalty
Changing marital status? What you need to do
Baby Boomers Become the Sandwich Generation
Check Those 1099s
They Won't Fix My 1099!
Count on your CPA for financial literacy
Roll it Before You Pull it
Avoid Tax Traps in Loans to Friends and Family
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