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Estate Planning Essentials for Everyone [Video Recording]

National Estate Planning Awareness Week is October 16-22! Be sure to check out this recording on estate planning essentials, where Brooke speaks about essential estate planning documents. This is valuable information relevant to all of us. Let us know if you have any questions!

Dispelling uncertainty: Scenario analysis for client security

You can also view the article here.

SFP September Newsletter

You can also view the newsletter here.

Financial Checklist for New College Graduates

You can view the Financial Checklist in PDF format here

Unraveling Unpredictability, as published in CalCPA Magazine June 2017

You can view the article in PDF format here.

Are you prepared for a cat and dog rainstorm?

 

 

#preparedSLO

Avila Community Foundation Update

Brooke continues as a Trustee of the Avila Community Foundation. The mission of the Foundation is to enhance the beauty and enjoyment of the greater Avila area. This is done through supporting ongoing projects such as pet mitts and Junior Lifeguards, and special projects such as the current Arts project.

That Nagging Feeling

It's hard to beat the nagging feeling that there MUST be some way to predict when to buy into the market and when to sell. The feeling persists despite all the actual evidence to the contrary. I'm a professional who knows the truth from the data and my experience, yet the feeling persists because I have a human problem. 

Salvini Financial Planning's 2017 Reading List is here!

Hot off the press, the Salvini Financial Planning 2017 Reading List is here! Look out for upcoming posts discussing each of these books.

Please do not hesitate to email us with any comments as you read through the books. We would love to hear from you!

The Only Certainty is Uncertainty

Investment Planning for an Uncertain World

 

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