graduation

Advice for recent graduates: Start saving as a new “adult”

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 adult and financial planner, I […]

UK Spending Cuts An Example To US?

How refreshing it’s been to follow the recent elections in the UK! (And, how much less painful than watching the process in California!)  The new coalition government in the UK made a promise that, if elected, they would balance their budget that would result in several years of economic pain.  They were voted in and now they’re delivering on[…..]