For clients of Erick Conway, please CLICK HERE to see important details related to the Strong Valley transition.
Call Our Office
(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way

Articles View: Article

April 14, 2024
5 Essential Tips for High School Seniors

You can establish a strong foundation for a financially secure future by developing good financial habits early. Start off the new chapter in your life and the new responsibilities that are coming with these 5 important financial planning skills, which will serve you well for years to come.

Read More
April 6, 2024
Career Advancement vs Job Security

Changing jobs can be a difficult decision, but it can also be a great opportunity for growth and advancement in your career. However, when companies do layoffs, it can be a stressful and uncertain time for employees. Here are some ideas to think about when balancing the Pros and Cons of changing jobs.

Read More
March 28, 2024
Redefining "Yuppie" in Today's Terms

With inclinations towards self-employment, sustainable living, and health conscious choices, emerging young professionals are often driven by evolving societal values and emerging economic landscapes. Here’s a deeper look at how a financial advisor can help craft a path to success that embraces these important values.

Read More
March 28, 2024
A Powerful Tool to Save for College

A 529 plan gives you the opportunity to take advantage of tax benefits, flexible contribution options, and potential investment growth as you save to ensure your child has access to quality education without burdening them with excessive student loans or compromising your own financial stability.

Read More
March 8, 2024
Avoidable Mistakes of the Suddenly Wealthy

The newly wealthy may find themselves in the golden glow of prosperity as well as on a path riddled with pitfalls. In order to turn your fortune into a legacy that lasts, you need to be aware of your choices. Here are some of the most common blunders and ways to sidestep them.

Read More
February 29, 2024
Adapting Your Business to Changing Times

When the economy fluctuates, business owners do their best to access the situation and adapt. Here are six questions that can help you take stock of your business operations, formulate new strategies, and find innovative resources to help improve the efficiency and economy of your business.

Read More
February 16, 2024
Time to Revisit Your New Year's Resolutions

If your New Year’s resolutions contained a desire to get your overall finances in order, you might consider that budgeting should always be the centerpiece of your financial resolutions. Here are some ideas that can help you come up with a plan to succeed with your goals.

Read More
February 6, 2024
Tax Implications from Capital Gains

It’s not just about how much money you make, but how much you keep. Understanding the nuances of capital gain taxes and making informed decisions can help you optimize your financial outcomes. This article explains short-term vs long-term capital gains and offers some strategies to minimize taxes.

Read More
February 6, 2024
February is a Great Time to File Your Taxes

Here are tax tips to help you make sure your money is working for you, not Uncle Sam. The first step is to start filing as early as you can, making February a great time to receive a refund quickly. There are other options outlined if you owe taxes or cannot make the April 15th deadline, along with ideas on how to avoid penalties and fines.

Read More
January 16, 2024
Money Mistakes that Young Professionals Can Make

We all need to be mindful of our finances and avoid common money mistakes that can have long-term consequences. Being aware of these pitfalls early in your career can build a life-long foundation of healthy habits with your money. Here are some proactive tips that can help you and your family create a more secure financial future.

Read More
The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
phone-handset