Financial
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What is Forex? What are the Basic Concepts to Know in Forex? History of Forex? • For smarter financial decisions…
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Forex, foreign exchange market, is a global decentralized or over-the-counter market for the trading of currencies. This market determines foreign exchange ...

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IRA, Social Security, income tax, and all things financial
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Note: you can find the first part of this discussion of Social Security Survivor Benefits at the link. Part 1 covered the basics of Survivor Benefits, ...

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The Worst Cost of Bad Financial Advice
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I met with a family a few weeks ago for an introductory conversation. I’m always interested to learn about people’s history with money. It’s an open-ended ...

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4 Tips for Planning for Financial Emergencies
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We don’t always know when the unexpected will happen. That doesn’t mean we can’t plan for it though.In fact, one of the best things you can do for your ...

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Weekend Reading For Financial Planners (January 4–5)
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Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority ...

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The Impact of Financial Stimulus on the Chinese Market
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In 2024, China faced a series of economic challenges that threatened the stability of its economy, from declining GDP growth and weak consumer spending to ...

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The 7 San Diego Financial Advisors to Consider (2025 Update)
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In this article, I share seven San Diego Financial ...

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Understanding Key Terms and Concepts • For smarter financial decisions…
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Forex Trading: Understanding Key Terms and Concepts Forex, or the foreign exchange market, is a global decentralized or over-the-counter (OTC) market ...

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IRA, Social Security, income tax, and all things financial
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Photo credit: jb Have you ever wondered if it was actually necessary to file a tax return? Perhaps your income is relatively low, and so you wonder if ...

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How to Save for Big Goals: A Step-by-Step Guide to Financial Success
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Image Source: Pexels What are some of your big financial goals that you’re saving for? Are you saving for a new house, college, or a new car? While ...

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