Be Smart about Student Loans with an Eye on Future Wealth

Originally published in North Bay Business Journal Last month President Biden announced a plan for student loan relief, which almost immediately erupted into a firestorm of differing opinions on the merit of this move. Some people applauded this as necessary and compassionate help for the millions of people struggling to make payments on loans which […]

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Money Moves: Start the Year on Firm Financial Footing

December 2013 – Published in the North Bay Business Journal As 2013 comes to a close, now is the time to take stock and review your personal financial situation. This will give you the opportunity to reflect on what needs to be changed and attended to as you continue to build financial security for the […]

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How to Retire Doubts: Spend Less, Invest More

The weekend Press Democrat quoted Bruce in an article about retirement, but we feel it didn’t go far enough. Personalized advice from a Certified Financial Planner is very helpful in planning for retirement, but we urge everyone to start the thought process long before earned income stops. If you have planned with care – considered […]

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