One of the greatest gifts you can give your children is a healthy lifestyle. Here are ideas to get started.

When working with a financial advisor, don’t just ask how much you will pay in fees. Make sure you know how the fees are determined.

What do you need to know to be a successful landlord? Here are 10 rules to help make your rental property profitable.

Dreaming of an expat retirement? Here are some benefits of life abroad that you may want to consider.

Tax time can provide an excellent opportunity to give your budget a checkup. Here are six steps to gain control over your money.

When markets plummet, your financial planner’s most important job may very well be to help you name and deal with your fear.

It can be unnerving when stock markets fall. We offer some perspective from a colleague.

You cannot have one thing without sacrificing another—a concept that can transform our spending decisions.

Remembering the things most important to us can lead to discovering aspirations that we can incorporate into our financial plans.

In time of uncertainty, how are we supposed to make decisions? See how you can adapt the process we use at Aspire.

We were honored to give our perspective on the podcast show “Anything & Everything Real Estate” hosted by Joe Cucchiara.

With the Tax Cuts and Job Acts almost certain, you can take steps now to help ease the tax bite next year.

What is financial planning? It’s less of a plan and more of a journey, and taking that first step can be difficult but ultimately rewarding.

Buying a condo brings different responsibilities than buying a home. Here is what you need to know when buying condo insurance.

At The Gathering, a discussion of financial “groan zones” and possibilities to help people explore what they have not yet thought about.

Almost all of us try to predict the market, but predictions will go wrong more often than right. That’s why we should follow the “Client 1 method.”

Retirement can be a tough transition, especially for couples who haven’t taken the time to plan for it together.

Nothing can prepare us for losing our spouse. Here are some handholds to help you take care of you, your family, and your finances during this time.

We may think our decisions are rational, but they’re not. Fortunately, they can be predictably irrational.

We are all influenced by behavioral biases. Those biases can keep us safe; but when it comes to investing, they can lead to poor decisions.

Below is our Quarterly Market Review that's heavily focused on returns of assets and markers around the globe. Our QMR is full of very interesting information and equally compelling ideas about investing your money.

Today I learned that a daughter of a friend was killed in Las Vegas.  I had not met nor had known her daughter but when she told me about the tragedy I was stunned.  I did not know what to say or how to feel at that moment, I was numb.

We are excited to announce our latest expansion. Come October 20, we'll have a new site for our Walnut Creek office. In addition, we’re excited to announce that we also have meeting locations in Pleasanton and Danville should these locations be more convenient for you!

Success in any endeavor, and particularly in financial planning, depends on making good decisions. But don’t let the fear of a negative outcome stop you from making any decisions.

You have taught your kids how to read and how to ride a bike, but have you taught them how to manage their money? If you still have children at home, save them (and yourself) some heartache by teaching them the basics of money management.

As adult children, we need to give our aging parents what they need most: the control to manage their life and shape their legacy.

Welcome back to our “ABCs of Behavioral Biases.” We issued our introductory piece back in mid-August, and will continue with the multi-part series about how our brains work while “on money”. 

Equifax, one of the three credit monitoring services, admitted recently that hackers gained access to the sensitive identify and financial information in their database for 143 million people (44% of the U.S. population). The hackers exploited a website weakness from mid-May to July. Equifax learned of the intrusion on July 29th but did not disclose the information to the public until 40 days later on September 7th. The credit breach is about as bad as you could expect a breach to be. Much of the data acquired is timeless information that could be used for years.

Have you heard the mantra to max out your 401(k) contributions? I cannot tell you how often I have heard people on television, colleagues, and friends say this to me. Read on to see why, in some cases, this approach may not be in your best interests.