Mollie Privett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EP Wealth Advisors in San Diego, CA and the surrounding communities.
It seems most people are unaware of basic budgeting techniques. When these guidelines are followed, they can help individuals create a good...
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If the financial crisis of several years ago taught us anything, it is that the traditional stocks-bonds-and-cash investing model may no longe...
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A few years ago I helped conduct a focus group. One of the conclusions was that those focus group members who had a longer term perspective...
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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Foiling I.D. theft is no longer just a matter of buying a document shredder and keeping track of your receipts — though it helps.I.D. theft...
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Last month, I participated in Accounting for Kids Day in Cincinnati, Ohio. Accounting for Kids is a non-profit that seeks to help local school...
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When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
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Now that the big question has been popped and the ring’s on her finger, it’s time to put the wedding planning machine in motion. Then the...
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