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?
- 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 - 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
- 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
- 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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