Posts By: Leslie Rea

Happiness in Retirement

relaxation chairs
One of the great transitions in many people’s lives is going from employment to retirement. Between pursuing old or newly found passions, babysitting the grandchildren, traveling, or volunteering, many of our retired clients are now busier than they were during their working years! However, aft...
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Advice for recent graduates: Start saving as a new “adult”

graduation
Since I started working in the financial planning industry in 2013, I heard many people say “I wish I had started saving earlier”. It may be too late for those people to start over, but we can prevent new “adults” from making mistakes by educating them and providing guidance. As a young a...
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Property Tax Bill Made Easy for Orange County Residents

house property
A few weeks ago, Evelyn and I attended an event with the Orange County Treasurer: Shari Freidenrich, CPA. Shari shared four great tools created to help Orange County residents keep track and pay their property tax bills online. We thought that you might find them useful. 1. Sign up for a Property...
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Phenomenal Women In History – Mother Teresa

mother teresa statue
In the spirit of Women’s history month, I wanted to highlight one of my favorite women in history: Mother Teresa. She dedicated her life to helping the poor and was one of the greatest humanitarians of the 20th Century. Mother Teresa’s birth name isn’t Teresa but Agnes. She was born in Mace...
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Thanksgiving Trivia 2016

Thanksgiving
Each year, on the fourth Thursday of November, Americans come together to celebrate Thanksgiving. It was originally a day to give thanks for the blessings of the harvest, and is now associated with feasting, family, friends, and football. During my nine years in the US, I have learned that Thanksgiv...
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