ThePiedmont CityScoop

Financial Advisor News
Piedmont, CA

Oakland, CA | East Bay; Financial Planning and Advice on Anticipating Recessions

Is the Recession Coming? Yes, we’ll likely have a recession at some point but not starting in the next few months without something currently unknown rearing its head. Recessions are good. They clean the system of excesses allowing a new cycle to begin with better educated, more efficient and experienced players. We’re in the longest growth cycle ev…

Oakland, CA | East Bay, Managing Real Estate for Success in Retirement

Is it time to pay down that HELOC? We recently had a CPA firm refer a client to us that was in need of financial assistance. She was a 68 years old, recently retired widow. She owned multiple rental properties and was in the process of a large home renovation when we first sat down with her. We initially met with her and her daughter to gain a full u…

Oakland, CA | Bay Area Financial Advice for 401(k) Plans and Business Owners

Advising on 401(k) Plans: Over the eighteen years I’ve been servicing my clients’ financial needs, I’ve looked at the investment choices of literally hundreds of 401(k) plans on their behalf. I’ve found the investment choices often surprisingly bad, the expenses high and the service by the assigned advisor essentially zero. There’s a system of smoke an…

Oakland, CA | Bay Area, Financial Planning Confirms Financial Foundation

A Probability of Success: Most clients we meet with need financial help, such as suggestions on how to start saving, funding college for their kids and what to do with their retirement plan at work. Janet, however, had a solid financial foundation and knew a lot about her own situation; she had saved for retirement and understood her 401(k) plan at work,…

Berkeley, CA – East Bay Financial Planning Services for Managing College Debt

Tackling Student Debt and Other Financial Goals While Growing a Family We recently had a younger couple under the age of 40 approach us to help them with their financial future and develop a plan that prioritizes what is most important to them. They have a young child and have recently moved into a more spacious rental property to accommodate their growi…

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