1303 East Grand Avenue, Suite 233
Arroyo Grande, California 93420
805-489-1325 

  

When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Because Sharpening The Mind of a Student Takes Teamwork

Your child is falling behind at school, falling through the cracks. You have noticed it for some time; you are at a crossroads ...

For over 20 years we have been helping children who learn differently than others. We feel that children who learn differently need a different approach in the learning process. We can help open the door to your child's success!

Helpful Content

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

U.S. Personal Savings Rate

What can be learned from the savings rate?

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

View all articles arrow

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

View all calculators arrow

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

View all videos arrow