Finance
Residents of Tir Na Nog Available for Adoption
San Diego’s longest operating equine sanctuary responds to the Stay At Home orders, which led them to cancel their annual open house, by putting a number of their ranch residents up for adoption, virtually. “Twenty of our ranch residents, from our horses, to our dogs, cats, sheep, goats, pigs and burros are represented and available […]
Painting the Gaslamp Quarter with Messages of Hope and Resilience
Several Gaslamp businesses that temporarily shuttered in light of California’s Stay-at-Home Order covered their windows with plywood during the shutdown. Now, as the neighborhood begins to reopen, flowers have begun to bloom on the boarded-up shops. “As city lights have dimmed worldwide, these murals offer a sense of brightness for the Gaslamp and surrounding neighborhoods,” […]
UnitedHealthcare Donates Funds For Urban Life Rooftop Garden Project
The YMCA of San Diego County received a $50,000 grant from UnitedHealthcare’s “Do Good. Live Well.” employee volunteer initiative during an event earlier this year. The grant funds an UrbanLife Rooftop Garden Program at the Copley-Price Family YMCA that will encourage youth development, healthy living and social responsibility. Kevin Kandalaft, CEO, UnitedHealthcare Community Plan of […]
Jimbo’s Supports Jewish Family Services Hand Up Food Pantry
On Tuesday, May 5, 2020 Jimbo’s made a donation to Jewish Family Services Hand Up Food Pantry in the amount of $8,542.80. Following the passing of Proposition 67 in 2016, Jimbo’s is required by California State law to impose a charge of 10 cents on each paper bag they provide to customers. As a result of […]
Disciplined Investing in Volatile Markets
The past few weeks have been a wild ride, to be sure. With financial markets selling off and government efforts to contain the coronavirus outbreak starting to crimp both economic and personal activity, it’s very reasonable to be concerned about what will happen in the coming months. Frankly, there are about as many theories as […]
Paying for College
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 […]
What Happens If I Don’t Have A Will?
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 […]
Embrace Entrepreneurship to Win the War on Poverty
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. […]
Have a Happier New Year
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 […]