December 15, 2025 Jon Strauss, CFP® A few weekends ago, I was driving north on the 5 to meet some friends for dinner in Carlsbad. We were making decent time until we hit that familiar slowdown near the Del Mar Fairgrounds. Suddenly, my GPS lit up red and recalculated. The freeway was practically a parking lot due to the ongoing North Coast Corridor expansion work, and the app routed us off the highway and onto Coast Highway 101. It wasn’t necessarily a bad detour (driving pa

September 15, 2025 Vianca Tabuena, CFP®, CPWA® When I was 18, a family friend working as a life insurance agent encouraged me to purchase...

June 15, 2025 Tyler Hewes, CFP® My heart is heavy, and mine age grows on; For sorrow ends not when it seemeth done. — Richard II I’ll let...

March 15, 2025 Jon Strauss, CFP® Something’s been on my mind, and it directly affects the financial well-being of your children and...