THERE’S $$$ IN MISTAKES by Dan Schaefer, Ph.D How many times has a client come to you with a problem that has cost them money, time, and aggravation that you could have spared them if only they had come to you sooner? SOONER is the key word! “I wish I had come to you...
Seniors Beware of Annuities!
For the past several months, I've been helping my parents out of a financial mess. About a decade ago, my parents were victims of a Ponzi scheme. A financial planner came to their home in Long Beach and convinced them to invest in various stocks and bonds. They received statements...
So Glad Election Day Arrived!
This is the first year that this whole election process really bothers me. I drove to Kohl’s the other day in Oceanside and there were hundreds of signs from both parties. On the signs, there were no message just names. It was upsetting to me. It looked terrible with every...