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Delivering Financial Planning and Investment Management services to clients in Berkeley, Oakland and the Greater Bay Area for over 20 years. Contact us to see how Topel & DiStasi Wealth Management can provide you with a partner on your journey towards financial independence.
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I Joined My Company 401(K) Plan…Now What?
“I just joined my company 401(K) and I’m a little nervous because I’ve never run that far before” I recently…
Episode 108: Money Can’t Buy You Happiness
In this episode we explore the relationship between money and hapiness
The ABCs of RMDs
Required Minimum Distributions, or RMDs, are one of those areas of financial planning that seem simple on the surface but…
Episode 107: The Myth of the Stock-Picker’s Market
In this episode we discuss the myth of consistently picking winning stocks
Retiring Overseas? Key Considerations and the Top 5 Locations for Ease and Popularity
Retiring abroad can be a lifestyle upgrade—lower day-to-day costs in the right market, better weather, new community, and a slower…