Insights & Tips

It happens much faster than any of us expect. One minute you’re cradling this cute bundle of joy in your arms and the next thing you know your child is turning 18, graduating from high school, and planning to moveREAD MORE

It’s no secret that Southern California homes are very expensive. Young families can face some heart wrenching decisions: Should they stretch to buy a home here, move out of the area for a home they can better afford, or putREAD MORE

Last month I wrote about the basic rules of giving and lending money to family members. Click here to read our blog article, “6 Rules of Lending Money to Family Members” In this article, I outline some additional considerations: theREAD MORE

The Bank of Mom and Dad is a popular institution these days, generally offering favorable terms and frequently more sympathetic treatment in the event of a late payment. That said, there need to be ground rules when you are consideringREAD MORE

[Part II of a two-part article] Part One: Financially Helping Adult Children: When and How to Teach Independence How do you help launch your adult child to financial independence? We’ve put together some tips for being the supportive parents youREAD MORE