Wealth Management Private Client Advisor Helping others understand finances, while attempting to simplify the complex world of banking and investments.

Truckee / Tahoe
Joined January 2020
This is so important. Please pass along if you not anyone receiving SSI and Vet benefits.
Receiving SSI & have children under 17? Go to the IRS site NOW and enter information to receive $500 per eligible child ASAP. #COVIDreliefIRS

3
9
1
10
Talking to Your Aging Parents About Their Finances stephencrowder.com/2020/05/0…
I don’t think I’ve said this loud enough, so here goes: Every economist I know believes that the single best way to ensure a robust recovery is to beat the bug. There’s no economic health without public health.
357
8,292
552
33,332
How to talk with your partner about finances. stephencrowder.com/2020/04/3…
Some interesting insights from Paul. Are you holding more cash than before. Americans are hoarding cash: cnn.com/2020/04/30/investing… via @CNN @LaMonicaBuzz #savings #money
1
Utilizing Loans: When Personal Loans are Good millennialmoneyminute.com/ut… via @millmoneyminute
How Expanded Coronavirus Unemployment Benefits Work nerdwallet.com/blog/finance/… via @NerdWallet @KelseyLSheehy
There's a lot of people out there trying to get your money: COVID-19 and Coronavirus Scams to Avoid – Video askthemoneycoach.com/?p=2627… via @themoneycoach #financialeducation #themoreyouknow #money
These are still the early days the bear market, being the fastest bear market, so far, the decline is smaller than the average bear still. Some thoughtful insights: 6 charts offer lessons from past bear markets usatoday.com/in-depth/money/… Via @USATODAY @jjsergent #stocks #retirement
Reverse Engineering To Desired Retirement Time Horizons forbes.com/sites/wadepfau/20… via @forbes @WadePfau
1
The Crisis Pulls The Rug Out From Under Many Older Workers’ Retirement Security forbes.com/sites/christianwe… via @forbes @Prof_CEW #retirement