OC Wealth Coach

07/21/2022

Our perspective is so important in our decisions and outlook. Do you have the healthiest perspective you can?

My perspective has certain changed (for the better).

Here's a quick read about what made me question mine.

https://conta.cc/3B095SG

A change of perspective Perspective - July 2022 Hello OCWCer! I have constantly been reminded of the word “perspective” this year. It calms me when I get irritated, and points me in the right directio

07/20/2021

Don't be that guy in the t-shirt.

Our July Newsletter is out about the topic of "simplifying!" With the new topics that have come up this year, we feel it's important to continue to focus on the "why" so there is purpose in our every day decisions!

https://conta.cc/3BxymBF

01/10/2021

I started reading this article thinking it would be another "skip your morning latte" joke. But it actually has a lot of useful ideas that aren't ridiculous. And a lot of our successful clients think this way.

Take a moment. Think about being your best self - living your best life. What do you really want to do with your life? Raise a happy family? Travel the world? Buy a nice house? Start your own business? Reality check: To accomplish any of those things, you're going to need to know how to save money.

01/09/2021

401k decisions aren't easy, but at least there are only a few options. The rationale can be a bit different for every person based on all kinds of factors.

It's wise to talk to someone who will let you know those options.

If you're getting ready to leave a job, you might be considering cashing out your 401(k) retirement plan . But in addition to losing the benefits your 401(k) plan offers, depending on your age, you'll likely have to pay a penalty for early withdrawal in addition to paying income tax on the money you...

01/08/2021

Long term care was a pretty quiet topic in 2020. I can understand why.

However, that topic will continue to develop its importance.

It could be for yourself, but could also be for a parent or even grandparent.

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01/08/2021

This answer may have been "yes" before. But a long year of surprises has left a lot of people wondering what to do now with their "rainy day" fund.

We are always happy to look at your unique opportunities, let us know how we can help.

A job loss, an illness or an unexpected expense are not things we typically like to think about. Having a plan in place can help reduce your anxiety and protect you financially when the unexpected happens.

01/07/2021

Credit cards are no joke, but also difficult to survive without in today's world. Here are some tips to use them responsibly.

No need to be afraid of credit cards—if you use them wisely. Follow these guidelines to help you charge responsibly.

01/06/2021

These are a great review of 2020 in a quick read.

LPL Research reviews 2020, the longest economic expansion and shortest recession on record, massive stimulus, low Treasury yields, and elections.

12/18/2020

Oh really? How much wealthier, mass mailer?

Does it consist of me going into more debt? Or just reorganizing it?

08/26/2020

Our August 2020 Coaching newsletter is out. We talk about investment risk and how it relates to soccer. Yup. Football for you fellow fans.

https://www.ocwealthcoach.com/august2020/

06/26/2020

Part 2 of our June coaching newsletter is out about how to have tough financial conversations. We hope it helps!

Wealth Coach for Orange County