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Women Living Through Transition
Anna Felix
Divorce or widowhood change your whole world and drive major changes in your legal and financial status. Even for the most savvy, it can take you by surprise and could have far-reaching effects on your future and family. Anna Felix will join us to share lessons from her own experience and her clients' about how you can remain savvy about your money even while going though grief and stress.
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Retiring or Changing Jobs? Don't Leave Your Money Behind!
René Nourse, CFP®
Thinking about changing jobs or retiring? Be sure you take all of your “nickels and dimes” with you when you leave. If at all possible, pull your retirement accounts out—don't leave them behind in your former employer's plan. Why does this matter?
Planning Ahead for Medicare
Debbie Hoffman, Melinda Gann
Don’t break the bank to pay for Medicare! We see this all the time! A client comes to us when they are turning 65 or ready to terminate their employer group plan. Since we educate our clients, we help them to figure out how much their Medicare premiums will be. Many times, our clients’ jaws hit the floor when we tell them what they will be paying.
Do More That Energizes, Less that Drains
Susette Aguiar-Possnack
Are you wiped out when it's time to head home at the end of the day? Does your daily routine drain you? Or does it energize you? Anyone can have a tough day at the office, but when you're chronically drained, it depletes your patience, giving you a shorter fuse when interacting with family and friends. Over time, that stress can wear you down emotionally, mentally, and physically.
René Nourse – L.A. Business Journal Most Influential Wealth Managers
Urban Wealth Management
René Nourse has been named one of the Most Influential Wealth Managers in Los Angeles by the Los Angeles Business Journal.
Spies in Your Home? 5 Ways to Protect Your Security and Privacy
René Nourse, CFP®
I just read something that blew my mind. Kiplinger's Personal Finance interviewed Jeremiah Grossman, Chief of Security Strategy for the cybersecurity firm Sentinel One. Here are some excerpts from that interview:
