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How to choose the right software for retirement planning

Brooke is quoted in a Journal of Accountancy article on how financial planning software positively impacts the client and the advisor-client relationship. 

2018 SFP Monthly Reading List

You can also access the reading list through this PDF, which contains clickable links to the books on 2018 SFP Monthly Calendar and Reading List.pdf

Answers To Your Year-End Questions

In case you missed it, Brooke participated in a Twitter chat hosted by Reuters, with questions about year-end finance (#ReutersYE17). We have compiled these questions, along with Brooke's answers, below. As always, please reach out with any questions or comments. 


Take A Break: Central Coast Moments

If You Need A Five Minute Break: Central Coast Moments with music by Andrew Belle

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?




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