Further Reading
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Fundamentals of Planning ♦ Debt & Budgeting ♦ Mortgage & Real Estate ♦ Tax Planning ♦ Insurance Planning ♦ Investment Planning ♦ Estates & Trusts
Planning for Deficits with Trump and Harris
Ann, Denise, Karen, Kelly, Dee and Marilyn (above left) celebrate Kamala Harris in downtown Santa Cruz, while George and Joanne Stavy, Robin Sukow...
Long Term Care: Hazards and Strategies
“You don’t want to have so much money going toward your mortgage every month that you can’t enjoy life or take care of your other financial...
Your Home, Your Wealth and Your Life Plan
Homeowners pay down mortgages over time and benefit from leveraged investments. (Photo via Shutterstock) “You don’t want to have so much money...
Life Insurance: Who Needs It?
Life Insurance: Who Needs It? AUGUST 2, 2024 | PRESSBANNER.COM“Our advice—that term life is a better deal for most families—hasn’t changed.”...
Diversify Stock Rabbits with Bond Turtles
RETURNS AND RISKS A drawing of the Modern Portfolio Theory, an investment theory created by Nobel Laureate Harry Markowitz in 1952. If stocks...
The Rule of 72
The Rule of 72 JULY 11, 2024 | PRESSBANNER.COMThe Rule of 72 strongly suggests early investing in long-term stock, gold or real estate....
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