by Jim Kopas, CFA | Apr 26, 2019 | Financial Planning
Would you rather be given $5,281 or $1,000? But here is the catch… If you are a Netflix enthusiast like me, you have probably seen the trailer for, You vs. Wild. It’s a new interactive series where you and Bear Grylls complete epic missions in the harshest...
by Jim Kopas, CFA | Apr 18, 2019 | Financial Planning
You worked hard for your money. Tax-advantaged accounts can help you save more of it. In November 1789, Benjamin Franklin wrote to Jean-Baptiste Le Roy, his French scientist and friend, about the recently revised government in the United States. He stated that, “Our...
by Jim Kopas, CFA | Apr 11, 2019 | Financial Planning
Do you want to be a Millionaire? I sure hope so, and don’t for one second ever feel bad about it! Remember money is not all about consumption. It doesn’t mean you have to quit your job or retire altogether; it just means you have the option to do so. It’s freedom! So,...
by Jim Kopas, CFA | Apr 1, 2019 | Financial Planning
According to the Chinese Zodiac, 2019 is the year of the Pig. However, in the San Francisco Bay Area, 2019 is actually the year of the Unicorn. As you have probably already heard, several high-profile Unicorns (Lyft, Uber, Airbnb, Slack, Pinterest, Zoom, and more)...
by Pring Turner Team | Nov 8, 2017 | Financial Planning, Retirement Planning
In our ongoing efforts to protect and grow your wealth, we include protecting you from a growing risk—cyber-fraud. Another major cyber security breach made the headlines recently. In the last few years, some very high profile retail giants including Home Depot, Whole...
by Pamela Ross | Jun 8, 2017 | Financial Planning, Retirement Planning
You or a loved one are at risk of a multi-billion dollar scamming system commonly known as “Elder Financial Abuse”. More than 70 percent of the nation’s wealth is controlled by people over 50 years old – a group that financial criminals are...
