Estate Planning Tips to Help You Pass Your Wealth — and Your Legacy — to the Next Generation
Legacy can mean different things to each of us as we consider our family estate planning and wealth transfer and what we hope to leave … Read more
The American Rescue Plan Act – Just the Facts
President Biden and Congress, in their continued efforts to offer additional relief to Americans, signed the American Rescue Plan Act (ARPA) into law on March … Read more
The Well-Being Theory: How Much Happiness Can Money Truly Buy?
We’ve all heard the old adage that money can’t buy you happiness. But can it? Research indicates that while there is a positive correlation between … Read more
What California Homeowners Should Know About the Current Property and Casualty Marketplace
Traditionally, homeowners insurance, while sometimes expensive, was readily available in the marketplace. Unfortunately, this picture has changed dramatically for many in California. This is because … Read more
Seven Tips for Budgeting in your 20s
Your 20’s are often a great transitionary phase. For many, this is a time dedicated to self-discovery, learning about life at a lightning speed, and … Read more
COVID Stimulus, Part Three: What the Next Stimulus Package Means to Your Finances
President Joe Biden and Congress are eager to provide additional relief to Americans that continue to struggle financially during the Covid-19 pandemic. Details of a … Read more
Managing Stress Through Lifestyle and Nutrition
Private Ocean recently hosted Stephanie Kay, a Registered Holistic Nutritionist (R.H.N.), for a special event focused on how we can manage stress through proper diet and nutrition. … Read more
Four Common Questions About Long Term Care
Long-term care (LTC) is a significant and growing issue for the United States. According to the AARP, as of 2015, 41 million people were providing unpaid … Read more
What Peloton Taught Me About Financial Planning
New Year’s resolutions recently came up in a meeting. While I’m impartial to resolutions, I was reminded that being purposeful in setting intentions throughout the … Read more
A Change Will Do You Good: Embracing What’s Next in Your Financial Journey
As a financial advisor and a Certified Professional Co-Active Coach (CPCC), I partner with clients to address some of their biggest perceived obstacles in life. … Read more
Achieving a Clear Picture: How Business Owners Can Protect Their Financial Future
Business Owners – How do you maximize your personal bottom line and protect your financial future? Creating an integrated plan is the key. Business owners … Read more
PODCAST: The Role of a Financial Advisor for Business Owners
In this episode of Stride 2 Freedom, Private Ocean’s own Kelly Keydel shared her thoughts on the role of sound financial planning and guidance for … Read more