Protected: 2018 Investment Forum – Exculsively for Clients
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Read MoreSilver Oak Wealth Advisors named as one of the TOP 20 “Best Financial Advisors in Los Angeles 2018″
SILVER OAK WEALTH ADVISORS has been named out of 898 Financial Advisors reviewed as one of the top 20 firms serving Los Angeles by Expertise.com. Expertise.com is a national, web-based due diligence firm which identifies the top service professionals in […]
Read MoreMindful Eating, Mindful Spending
I recently came across a saying that really struck a chord with me; particularly after an experience I had a few months ago. It reads: If you’re interested, you’ll do what’s convenient. But if you’re committed, you’ll […]
Read MoreWhen She Has More Than He Has
The idea of the fiscally unequal relationship is hardly new. Relationships between men and women have historically been fiscally unequal, with men bringing more money to the relationship, as well as earning more during the relationship. They’ve also held greater […]
Read MoreMONEY, MARRIAGE & HAPPINESS
When I first got the idea for this topic I immediately thought of my husband and The Beatles tune, “Can’t Buy Me Love.” You remember that song: I’ll buy you a diamond ring my friend if it makes you feel […]
Read MoreMake-up and Personal Finance – Make the Best Decisions
Last month I almost made a bad decision. It was the day before my Women’s Conversation Café – a regular event I host for women to share stories and experiences around money with family and friends and talk about important […]
Read MoreJoel Framson Joins CalCPA Podcast on “Tough Decisions for Widows & Widowers”
Joel was recently featured in a podcast highlighting the trials and tribulations faced by widows and widowers and the importance of having a Certified Financial Transitionist to assist in the process of prioritizing and working through the myriad of tasks […]
Read MoreProtected: Where To From Here? – Exclusively for Clients
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Read MoreThe Support We Need to Get “Unstuck”
As I changed my clock for daylight savings a few weeks ago, it got me thinking about time moving forward and how we move forward in our lives. I remembered one of the hardest times I’ve ever had in my […]
Read MoreCreating The Family Tradition Of Money Wisdom
IT’S THAT TIME OF YEAR. A time to be with family and friends. A time to reflect on the year we had and the year to come. It’s the season for celebrations, resolutions, and traditions. When I think about my own […]
Read MoreMarket Update: June 30th – August 31st, 2015
Background and Overview As we suspected early in the year, this has been a volatile period for the domestic and international stock markets. This is in stark contrast to the placid U.S. market in 2014 that may have given everyone […]
Read MoreGrey Divorce – Am I Going To Be Okay?
Grey divorce is a difficult life transition and in order for this transition to be successful, it requires time, self-care, good planning and willingness to adapt. In the last 25 years, grey divorce – people ending a long-lasting marriage after […]
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