Category Archives: Blogging

It’s Been Awhile…Thank God it’s FRIDAY!

I ask myself this question ALL the time! =) How are you all! It’s been a long, crazy week! We have been wanting to blog since Monday but because we’ve had so many meetings with clients and potential clients, neither … Continue reading

Posted in Blogging, Friday, Insurance, Los Angeles, Orange County, Retirement, Riverside, San Bernardino, Social Networking | Tagged , , , , , , , , , , , | Leave a comment

Free Financial Advisor Consultation- Orange County/ San Bernardino County/ Los Angeles County/ Riverside County

Hey Everyone!   Are you thinking about your retirement? Have you thought about having your money managed? Not sure what you want to do but know you want to do something with your money to ensure you have a secure … Continue reading

Posted in Blogging, business, cash management, Estate, Estate Conservation, Financial, Financial Advice, Financial Planning, Financial Services, Investment, Investment Management, Los Angeles, Orange County, Retirement, Retirement Strategies, Riverside, San Bernardino, Tax, Tax Management | Tagged , , , , , , , , , , , , | Leave a comment

Social Networking Faux Pas

Hey Guys, Tori here! Yay! I finally get to post! Hehe. I am Matt’s operations manager/co-owner of the blog. While Matt speaks about financial advising, which I am still learning about, I get to talk about other stuff. =) So … Continue reading

Posted in Blogging, business, Faux Pas, Friday, Orange County, Social Networking, Weekend, Young Adult | Tagged , , , , , , , , , , , , , , | Leave a comment

Gym workouts and sunbathing do more for your brain than crosswords and Mozart

Very interesting read…

Posted in Blogging, Brain, Interesting, Uncategorized | Tagged , , , , , | 1 Comment