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Brooke Salvini | Jan 13, 2015

2014 Market Insights

Investment Strategies

2014 Market Insights
A Good Year for U.S. Stocks

As of the end of 2014, the S&P 500 has grown a bit more than 200% in a relatively steady climb since March

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Brooke Salvini | Nov 5, 2014

Making our Miles for Financial Literacy Count!

financial literacy
tax preparation tools

Miles in OCT_1.jpgon the road photo crop.jpg

We are getting close to our goal of running the Half Marathon this Mid-November.  Training has involved building up to logging up to 25-30 miles weekly for

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Brooke Salvini | Jun 10, 2014

Miles for Financial Literacy

financial literacy

runner.jpg

Goal setting can come easily for some people, and that is great, but as long as it doesn't end there.  Setting the goal and thinking or dreaming about the end

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Brooke Salvini | Apr 8, 2014

A recent article in Pacific Coast Business Times. Brooke addresses Estate Planning and the difference a day can make.

estate planning

SalviniFinancial PCBT article

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Brooke Salvini | Jan 13, 2014

A Tax Planning List to make your tax prep easier and more accurate.

Avila-blue-sunset.jpg

Avila Beach in January.

It’s that time of year. Very shortly your tax preparer will be sending you an Organizer for your 2013 tax return.

Just in case you

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Brooke Salvini | Jan 13, 2014

Happy New Year from Salvini Financial Planning

financial literacy

Happy New Year from Salivini Financial Planning _Brooke, Bonnie, Yvette & Gyspy

Happy New Year from Salvini Financial Planning
-Brooke, Bonnie, Yvette & Gyspy

We hope the holidays were a time of enjoyment, relaxation, and renewal for you

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Brooke Salvini | Aug 6, 2013

Money and our spending behavior

financial literacy

When do you Choose Generics over Name Brands?
Money and our decisions can be a very interesting topic. Carl Richards is a dynamic financial professional to

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Brooke Salvini | Jun 5, 2013

Check out the 2013 June CalCPA Magazine Cover and article on page 12…Go Brooke!

2013 06 CalCPA mag article only

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Brooke Salvini | Oct 16, 2012

Financial Strength of Insurance Companies

Insurance company ratings
The Insurance Forum

The Insurance Forum www.theinsuranceforum.com has recently published their 2012 Annual Newsletter Issue on the Financial Strength of Insurance Companies. This

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Brooke Salvini | Jul 10, 2012

As of June 2012, Brooke Salvini was appointed to the CalCPA Education Foundation Investment Committee.

CalCPA
Certified Public Accountant
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Brooke Salvini | Jul 6, 2012

Salvini Financial Planning welcomes Trevor Shubert as a summer intern for us.

Trevor is a Finance student in the Business Department at Cal Poly, San Luis Obispo. He will be beginning his senior year this Fall. We look forward to a

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Brooke Salvini | May 30, 2012

New Financial Literacy Resources added to our Website

Financial Literacy for Children
White House Financial Summit

After the first-ever White House Summit on Financial Literacy, the White House launched a Commitment to Promote Financial Empowerment, and a subsequent new

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All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Text, articles and SFP logos © 2014 Salvini Financial Planning, Brooke A. Salvini, Principal.

 
 
 

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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