Certified Public Accountant / Financial Consultant
3455 Camino del Rio South, Suite 100, San Diego, CA 92108-3901 TEL: 619-291-0100
Life Events Library
Personal Topics
BUYING STUFF - 5 Ways to Prepare to Buy a Home
BUYING STUFF - Common-Sense Tactics for Getting the Best Deal on a New Car
BUYING STUFF - How to Beat Credit Card Debt in 7 Simple Steps
BUYING STUFF - Making the Best Choice: Should You Rent or Buy Your Next Home?
BUYING STUFF - Should I Refinance Again?
BUYING STUFF - Young and In Debt: What Should You Do?
CARES Act
FAMILY - Developing A Family Budget
FAMILY - Five Basic Financial Tips for Young Couples
FAMILY - Plan a Stress-Free Family Vacation
FAMILY - Planning Your Wedding: Important Early Steps
INSURANCE - Homeowner's Insurance - Are You Really Covered?
Business Topics
BUSINESS GROWTH - 8 Ways To Improve Website Ranking
BUSINESS GROWTH - Branding Considerations: What goes into the Naming Process?
BUSINESS GROWTH - Creating Demand or Responding with Supply: How to Engage?
BUSINESS GROWTH - Does Your Business Need a Mobile App?
BUSINESS GROWTH - How to Build Trust with Customers Online
BUSINESS GROWTH - How to Select the Right Domain Name
BUSINESS GROWTH - How to Value and Sell a Website Effectively
BUSINESS GROWTH - Marketing To Millennials: What Works?
BUSINESS GROWTH - Small Business Embracing Chatbot Technology
BUSINESS GROWTH - Strategies to Run a Localized and Location-Based Marketing Campaign
BUSINESS GROWTH - Tips on Running an Effective Email Marketing Campaign
BUSINESS GROWTH - Why Company Logos are so Important
CARES Act
EXECUTIVE - Business Leases: Essential Elements to Have (and Avoid)
EXECUTIVE - Choosing the Right Corporation
EXECUTIVE - Everyone's an Owner
EXECUTIVE - Handling Negative Online Reviews
EXECUTIVE - Six Simple Steps to Starting Your Own Business
TAXES - 8 Things that Could Trigger a Business Audit
Tax Topics
CARES Act
EXECUTIVE - Everyone's an Owner
TAXES - 2017 vs. 2018 Federal Income Tax Brackets
TAXES - Property Taxes: How to Pay Only What You Owe On What You Own
TAXES - Record Retention Guidelines
TAXES - Taxpayer Bill Of Rights
TAXES - Things to Know Before Applying for Social Security Benefits
TAXES - Yes, You Can Lower Your Property Taxes
Financial Planning Topics
FAMILY - How to Teach Your Kids About Money
FAMILY - Reverse Mortgages: Easy to get, but worth the price?
INSURANCE - How to Plan For a Long Life with Longevity Insurance
INVESTING - How Behavioral Finance Impacts Personal Investing
INVESTING - Managing Financial Risk in the New World
INVESTING - Planning for Rising Interest Rates
INVESTING - Reverse Mortgage Update: Pros and Cons
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