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Become debt free in 2011 | KSBY.com | San Luis Obispo, Santa Maria, Santa Barbara, Paso Robles

Become debt free in 2011 | KSBY.com | San Luis Obispo, Santa Maria, Santa Barbara, Paso Robles.

See this link for a media clip of Brooke with tips for a debt free 2011.

An Interesting Read-A dying Wall Street bankers’ last thoughts on investing.

Follow this link to the New York Times article about Gordon Murray and his views on life, death, and money.

November is National Long Term Care Awareness Month

Have you considered the impact of possible long term care costs on your finances? A good financial plan will address this possibility and whether your best choice is to self fund or consider a long term care policy. This is not an all or nothing decision. You may want to insure just a portion of possible long term care costs for basic peace of mind.

College Applications and SAT Subject Tests

Good news for class of 2012: the University of California system will no longer require SAT subject tests.  My son is disappointed to be the last group required to take these exams for entrance into a UC school but that’s the way it goes.  He has completed his major essay and resume but as of yet has not sent off any applications.  Early decision for Cal State system closes

Vanguard does it again

If you’re saving for college and using or considering a 529 account, take note that Vanguard has reduced fees again as of October 15.  The expense ratios on Vanguard’s age-based investment options have been reduced from .44% to .25%.  A stroll through “The Best Way to Save for College” by Joe Hurley will convince you quickly that Vanguard should be on your

Did I take my own advice about college planning

My son is a senior in high school this year so I’m experiencing the college application process up close and personal.  October 1st is the opening of the application season for many Universities including the Cal State system.

Our office mascot, Gypsy, is ready for summer fun!

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In the “Dummies” book, Tip #60 gives Retirement Plan Catch Up Provisions

Investing in an Uncertain EconomyCOVER

Tip#60 Retirement Plan Catch Up Provisions

Our Office Location…Nice!

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