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ThePiedmont CityScoop

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Piedmont, CA
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Year: 2019

Oakland CA | East Bay, Piedmont; Financial Planning and Investing for Young Fami…

Mon, November 11 2019 - 3:04 PM
Preparing for Every Possibility: Getting started as a new family can be overwhelming – your life completely changes once you have a little person depending on you. Our clients, Jeff and Diane, who are in their 40s, came to First & Main Financial looking for help to insure they were on the right path to meeting their financial needs; especially as they st…

Piedmont, CA; East Bay: Customizing a Financial Plan for Specific Income Needs

Tue, November 5 2019 - 11:42 AM
Managing a sizable taxable account requires special expertise: This became clear when a recently divorced client, age 48, came to our firm seeking assistance with developing a plan to meet his annual living expenses (which included a new home purchase in the following 6-12 months) as well as his future retirement goals. As the divorce was finalized a cou…

Oakland, CA | East Bay, Piedmont; Financial Planning for a Recession

Mon, October 28 2019 - 11:45 AM
Is a recession inevitable? As I write this we’re 3.6% below the last closing high for large U.S. stocks set on July 26th of this year. Returns for this year are strong, but this is coming off a dramatic sell off at the end of last year. Markets fell almost 20% from early October to December 24th. Toward the end of last year chinks in the armor of the g…

Oakland, CA | East Bay; Financial Planning for High-Costs of Bay Area Living

Mon, October 21 2019 - 6:23 PM
A Good Plan Can Make all the Difference— Major life changes, such as moving to a new home or starting a new job can be overwhelming and very difficult to navigate, especially when moving to the Bay Area where the cost of living is high. Our clients, Chris and Jen, who are in their 50s, came to First and Main Financial looking for help to verify that they…

Oakland, CA | East Bay, Creating Additional Wealth Through Financial Planning

Mon, October 14 2019 - 10:02 AM
Tax-deferred growth makes a difference over time. A recent client came to us looking for a second opinion on her financial situation with a goal to retire in three years. She is 62 years old, single, with an older son who is on his own. She has done well preparing for retirement over the years and has been able to save approximately $1.5M between her cu…

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