What’s Your Relationship with Your Finances?
An often-overlooked relationship is the one we have with our finances. As we celebrate the month of love,…
William Gonzales2025-02-11
Setting Financial Goals for the New Year
It’s that time of year again—the time when many people set ambitious goals but struggle to follow through…
William Gonzales2024-12-18
Estate Planning Awareness Month: Prepare for Your Family’s Future
October is recognized as Estate Planning Awareness Month, a reminder to reflect on the importance of organizing your…
William Gonzales2024-10-21
Ways to Save for College Costs
It’s back to school season—a perfect time to think about your children’s future. Parents and grandparents should start…
William Gonzales2024-08-16
Personal Finance: The Importance of Starting Early
Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your kids’ college expenses…
William Gonzales2024-07-22
5 Reasons Financial Planning is Important for Women
It’s Women’s History Month! Let’s go over why financial planning is important for women. While there’s little doubt…
William Gonzales2024-03-26
What To Do With Inherited Money
So, you’ve inherited money. Depending on the circumstances, it may have been expected or unexpected, and it may…
William Gonzales2024-01-23
7 Strategies to Reduce Taxes
Nothing is certain but death and taxes. Perhaps a phrase most known for being spoken by Benjamin Franklin,…
William Gonzales2024-01-23
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