A Perfect Day at Mayacama!

This past weekend, we welcomed our clients and guests to the Mayacama Golf Club for an afternoon of amazing food, wine, and live music. Just a short drive from Santa Rosa and nestled in the hills of northern Sonoma County, this beautiful venue provided us the opportunity to connect with clients from all over the […]

Understand Your Big Picture

You probably have competing financial goals and none of them exist in a vacuum, meaning, a decision to direct cash flow towards one often comes at the expense of another. So how do you make sure you are creating the balance you need to achieve your most important goals? It starts with viewing your financial […]

Planning for the Possibility of Diminished Capacity: Ensuring Peace of Mind to You and Your Family

As our loved ones age, we are often faced with uncertainty surrounding the future. Being the trusted person to care for an aging family member can be a daunting responsibility. With old age comes the potential for uncharacteristic behavior, including missing payments, struggling to balance a checkbook, difficulty with decision-making, and so on. A tough […]

To Work or Not To Work: No Longer the Sole Retirement Question

Retirement is changing.  The idea of retirement is no longer a binary decision of choosing to work or not work. The idea is increasingly morphing into a discussion of flexibility. When can I afford to scale back? Can I do it sooner rather than later? What was once seen as “retirement planning” has moved more […]

Closing the Retirement Savings Gap: 3 Ways to Catch Up

Do you feel behind in your retirement savings? If everyone had to do it over again, we’d all start saving 10-15% of our income at the outset of our careers and continue uninterrupted until that magical retirement date decades into the future. In reality, our financial lives rarely follow this linear path, and retirement is […]

A Visit to Marin’s Buck Institute

To maintain a healthy body and healthy mind is what we all want as we age. Earlier this year, we invited our clients to join us on a private tour through the Buck Institute to learn more about healthy aging and the work they do to help all of us. In this post, we want to introduce […]