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Paying for College

| March 3, 2020 | 0 Comments

A college education gives your child a significant advantage in today’s job market, generally delivering higher earnings throughout their entire working life. Over the years, Congress has introduced many different incentives to help families afford the cost. Here are several of the key incentives and how they can help with you with the rising cost […]

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What Happens If I Don’t Have A Will?

| February 1, 2020 | 0 Comments

I occasionally hear this question, and the answer is somewhat surprising to those who ask me: even if you do not create a Last Will and Testament, you still have one. It was written by your state legislature. A will is basically a set of instructions that tells your heirs how to wind up your […]

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Embrace Entrepreneurship to Win the War on Poverty

| February 1, 2020 | 0 Comments

By Wayne Winegarden More than 38 million Americans are living in poverty, according to the latest U.S. Census data. That’s just under 12 percent of the population. Not exactly what President Lyndon Johnson had in mind when he declared war on poverty in 1964. Since then, the U.S. poverty rate has averaged about 13 percent. […]

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Have a Happier New Year

| January 5, 2020 | 0 Comments

As a financial planner, my basic role is to help people make their lives better, whether it’s through realizing their dreams or simply organizing their finances. In more than 20 years of working with clients, I’ve found that the most impactful conversations are often not about money. They are about life, health and relationships. With […]

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I’ve Been Hacked! Now What?

| November 3, 2019 | 0 Comments

These words bring a certain level of dread to most people who hear (or think them). But what can you really do if you’ve been hacked? First, it’s going to depend on just what information has been compromised and where the hack occurred. I got a call from AppleCare (or Dell or Microsoft) saying… No […]

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Winner of the Entrepreneur Pitch Day Competition Announced

| November 3, 2019 | 0 Comments
Winner of the Entrepreneur Pitch Day Competition Announced

This past month, the winner of the Entrepreneur Pitch Day Competition was presented by Union Bank to Kelly Twichel, founder of Access Trax at CONNECT ALL @ the Jacobs Center (CAJC) — Southeastern San Diego’s first business accelerator designed to grow local early-stage businesses. The pitch competition was part of a graduation celebration for the […]

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The “R” Word: Recession

| October 8, 2019 | 0 Comments

It’s been more than ten years since the end of the last recession, which is one of the reasons people have been talking about it lately. Historically, recessions come along every five to seven years, and so by that measure, we’re overdue for one. On the other hand, forecasts of when the next recession will […]

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