Business Journal
Financial Blog
Creating Harmony: How House Rules Can Enhance Roommate Relationships
Living with roommates can be a rewarding experience filled with camaraderie, support, and shared memories. However, it can also lead to misunderstandings and conflicts. To cultivate a positive living environment and foster better relationships, we [...]
Introducing Our Sororal Community
This post is written for the sisters who are joining us in 2040, 2050 and beyond. It is our honor to share this sisterhood with you. 1. Shared Housing & Supportive Living Environments One of [...]
Overview of Loan Programs for Real Estate Purchases
Navigating the world of real estate can be an exhilarating yet daunting experience, especially when it comes to financing your property purchase. With a myriad of loan programs available, understanding the options suited to your [...]
The Pros And Cons Of Investing In Foreign Stocks
One of the key risks associated with foreign investments is the currency risk. When investing in foreign stocks, the value of the foreign currency can impact the value of the investment.
How to Not Beat the Market
Recently I had the same conversation with three different women. I had placed my condo on the market and all three women advised me that there is a) more room in the market for growth, [...]
Managing Your Money After Retirement
Taking the Right Kind of Risks The greatest challenge in investing as we age is to resist the urge to stop taking financial risk. In our minds, we are playing it safe by eliminating stocks [...]
Most Significant Risks Associated With Foreign Investments Is The Volatility Of Global Markets
A diversified portfolio that includes foreign stocks can help to spread risk and provide a more balanced return.
Residency vs Domicle with Second Homes
Residency refers to a person living in a particular place for a specific period, whether it is for a temporary or permanent duration.
Buyer’s Guide
Real estate is a major investment whether you’re a first-time buyer or a seasoned investor. Regardless of your experience, it can be an overwhelming and daunting process. That’s why we’ve created this guide to help you navigate the process of purchasing real estate.
Aging in Place for Baby Boomers
Aging in place can be a viable option for Baby Boomers who wish to remain in their homes throughout their retirement years.
Healthy Snack Ideas That Will Keep You Energized
As our lives get more and more fast-paced, we often find ourselves reaching for sugary and unhealthy snacks just to keep us going. However, these snacks do nothing for our long-term health and wellbeing. It's [...]
Realty During Covid-19
A Guide for Buying and Selling Realty During Covid-19 became an important priority when the world came to a sudden halt and the State of California ordered us to stay home. As we continue to [...]
Client Handbook to Escrow
The escrow service verifies that the transaction has been completed and then releases the funds or assets to the appropriate party.
Selling Your House
Congratulations on starting the process of selling your home! This timeline will guide you through the steps required. I will provide insights on each step. You don’t need to follow it exactly, but, it [...]
Markets and Behavior
When the stock market made a dramatic decline at the beginning of the millennium I was a registered investment advisor working in Northern California.
Importance of Purchase Price on Return
Asking the question of why buyers should never pay more than appraised value on leveraged property may seem complicated to some,
Hotel bookings: Trends, tools & tips you should know
Whether you are traveling for business or pleasure, it is important to make sure that your hotel booking experience is as stress-free as possible.
Compound Interest Is The Key Difference Between Saving And Investing
Investing is the act of putting money into something with the expectation of generating a return on that investment.
Traveling is more than just a simple escape from reality.
The adventure that comes with traveling, challenges our preconceived notions and helps us grow into better, more evolved versions of ourselves. Here are seven ways travel can benefit your mental health.
What to Look for When Hiring a Professional Financial Advisor
Look for a licensed professional with the appropriate certifications, whose approach to financial planning matches your own, and who has a history of making sound investment decisions.
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Lorem ipsum is a placeholder text used in publishing and graphic design to demonstrate the layout of a document without having to add relevant text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut [...]
The Art and Science of Domain Name Selection
Choosing the right domain name is a critical first step in establishing a successful online presence. It's more than just picking a catchy phrase; it's a strategic decision that blends creativity with analytical thinking. It's [...]
Why a Buyer Should Never Pay More than Appraised Value on Leveraged Property
Investors who use leverage to produce hefty returns lose out on potential gains when they fail to consider the opportunity costs associated with the additional funds required to cover the shortfall between the appraised and offered prices.
Orange County Great for Athletes
Consider Orange County. Forbes Magazine recently reported that Orange County is one of the most likely places to raise a world class athlete.
The Difference between Residency and Domicile
These terms hold significant legal and financial implications and must be understood thoroughly to avoid complications with taxes, legal issues, and more.
Property Management Certification for Real Estate Investments
Yesterday I completed the requirements to earn a certificate in property management by the California Association of Realtors®. I decided to add this designation to gain a better understanding of the challenges facing today's investors and property owners.
This Laguna Woods Woman Worksout, Swims, and Goes to Work
Laguna Woods Dynamic Red Head Moving to an age restricted community is not what I thought it would be, it's better. Part of what I find exciting are the people. Everyday since I moved to Laguna [...]
Laguna Woods Village Golf Cart Tunnel and Other Paths
This weekend while I was enjoying a ride through the Laguna Woods Village golf cart tunnel, I reflected on some of the adventures I am having as I settle into The Village.
