Financial Planning

May 16, 20229 min read

Roth IRAs for Kids: What do you need to know?

Many parents (and grandparents, etc.) look for ways to save and invest for their children’s future, and the Roth IRA is one of several...

Dec 30, 20204 min read

Investing and Personal Finance Lessons from 2020

In a truly unbelievable year for the world, it was also a remarkable year for both investors and for how many people look at personal fin...

Feb 23, 20201 min read

Personal Finance Class for Teens

We are excited to share that J.J. will be teaching a FREE 3 session Personal Finance class for teens on March 17, 24, and 31 in San Clemente

Oct 31, 20192 min read

October 31st, 2019 Email

Our October 31st email to subscribers.

Oct 27, 201914 min read

Financial Planning: The Thing You Do Before You Buy Stocks

Even if you know what you are doing, there are things you should to do to prepare yourself before you start buying stocks or investing.