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Our Wealth Planning Blog
Social Security Myths to Watch Out For
If you’ve come across advice like “Social Security is going broke” or “you’re better off just waiting until 70 to claim,” you’re far from alone. These and other commonly repeated notions are persistent myths that can steer well-meaning savers off course. If you’ve believed any of these ideas, it may be time to bring in a financial professional who can [...]
Gratitude, Goals, and the Golden Years: Planning Your Ideal Retirement Lifestyle This Thanksgiving
Thanksgiving is just around the corner! The trees are filled with vibrant leaves, the air is crisp and fresh, and some of us are planning the big dinner menu. Family and friends will be gathering together to share stories of the year and enjoy delicious food and each other’s company. For those approaching retirement or already enjoying their golden years, [...]
What to Do with Your Inheritance
As Thanksgiving approaches, many of us take this time to reflect on what we're thankful for. Gratitude for family and good health are usually on the list, but some of us may have the added blessing of an inheritance from a loved one who is no longer with us. But what do we do with it? Receiving an inheritance can [...]
When Should I Plan for Long‑Term Care?
Though no one likes to think about it, as we age, we may not always be able to handle things on our own. When daily activities become too difficult, long-term care helps provide the assistance we may need with tasks such as bathing, dressing or eating. Though it isn’t covered by standard health insurance or Medicare, nearly 70% of Americans [...]
From Refugee to Dream Builder: The Brian Safdari Story
A Journey That Started 7,000 Miles Away Brian Safdari's story doesn't begin in the San Fernando Valley. It begins 7,000 miles away, in Afghanistan, in 1981, during one of the most dangerous periods in that nation's history. The communist war between Afghanistan and Russia was tearing the country apart. Bombs fell. Families disappeared. Every day brought new uncertainty, new danger. [...]
