Debt Dillema

Jarrett B. Topel | Blog Link

As a financial planner, one of the most common questions I get asked on a day-to-day basis is, “Should I pay off my debt, or is there... Read More »

Podcast Episode 47: How To Enjoy An $18 Mai-Tai

Jarrett B. Topel | Podcast Link

In this episode we discuss our relationship with money

If it seems too good to be true...it probably is

Gavin L. DiStasi | Blog Link

In late 1999, as I was starting my career in financial services, I went to play a round of golf with a good friend of mine, and he brought... Read More »

Podcast Episode 46: CA Proposition 19

Gavin L. DiStasi | Podcast Link

In this episode we discuss CA Proposition 19

Investing 101 – Back to the Basics

Jarrett B. Topel | Blog Link

Sometimes we all need a good reminder of the basics.  When I talk with friends, family and clients about investing and financial planning,... Read More »

Podcast Episode 45: New Year's Financial Resolutions

Jarrett B. Topel | Podcast Link

In this episode we discuss financial resolutions for the new year

Top 5 Financial Errors Couples Make When Divorcing

Gavin L. DiStasi | Blog Link

I recently gave a workshop for couples who are considering divorce and was asked “what are the biggest financial errors couples make when... Read More »

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