As of this month, Financial Alternatives is rolling out a Personal Financial Management platform called eMoney for our clients. This portal will provide clients with secure access to real time values of all of their accounts across various custodians including held-away 401K accounts and liabilities such as student loans, mortgages, and credit cards.Read More
With cybercrime constantly making headlines, it’s no wonder that some people have resorted to avoiding the web altogether as a way to prevent exposure to this risk.
Think again.Read More
Homeownership is quickly becoming a luxury that fewer can afford in California these days. But it doesn’t have to be – if you know the tax code. In this column we highlight some lesser known property tax loopholes that can help ease the financial burden for those who qualify.Read More
Perhaps the notifications we get on LinkedIn have led to the popularization of the term “work anniversary. ” The passing of another year isn’t just nominal; it can be an opportunity to evaluate how well your job is meeting your financial needs. As you celebrate another year at your job, here are some questions that you should ask yourself.Read More
Most families, even the more financially successful ones, don’t talk about money the right way, or even put much attention into discussing money as a family at all. For a variety of reasons this is harmful to a family’s continued wellbeing. Here are some tips for successfully imparting the knowledge and wisdom about money that your family needs to know to educate the next generation about money.Read More
It is a sad fact of life that often those who are close to us are the ones who have the ability to hurt us the most, even trusted caregivers or family members. Members of the La Jolla community may recall the chilling case of Robert Stella, an elderly man who was tied to his bed, starved, and forced to live in squalor by his ex-wife (NBC, 2014). Elder abuse can happen to any older adult in any community, but the subject of our story today is how our community members in La Jolla, CA may defend themselves and their loved ones from elder abuse.Read More