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Wednesday, August 14, 2019

You plan, you save, and you invest to create a financially secure tomorrow. Needing long-term care can impact your loved ones, your assets, and your retirement. Be prepared with a plan to address a long-term care need that lasts for...

Tuesday, July 30, 2019

You think Long Term Care Insurance won’t be something you need. It’s difficult to imagine the possibilities that would cause a need but insuring against the possibility is essential for yourself and your loved ones. Long...

Wednesday, April 10, 2019

April brings showers, baseball, and historically, the best month of the year for the S&P 500 Index (for the last 20 years). On top of that, the S&P 500 had its best first quarter since 1998, and in March we celebrated the 10-year...

Tuesday, March 19, 2019

Inc. explains how an entrepreneur can learn to think bigger and think like a 7-figure business owner: Entrepreneurs who think small keep their companies small. Becoming a 7- or 8-figure business owner may require some adjustments, but...

Tuesday, February 12, 2019

Did you qualify for the 20% business income deduction? CNBC spotlights this new federal tax break @ https://tinyurl.com/y8z8rfab Small-business owners look to grab this 20 percent tax break Certain entrepreneurs may be eligible for a...

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Wednesday, November 28, 2018

If you’re planning to retire in 2019, here’s how to make sure you’re prepared While some people might have been saving and planning for decades for retirement, others might not have given much thought to their life...

Thursday, November 15, 2018

Savvy Open Enrollment Choices Could Save You Thousands of Dollars Every fall, open enrollment season means complicated forms to read and big decisions to make about insurance and other benefits offered at your job. You may find the...

Wednesday, October 24, 2018

You think Long-Term Care Insurance won’t be something you need? It’s difficult to imagine the possibilities that would cause a need but ensuring against the possibility is essential for yourself and your loved ones....

Monday, October 15, 2018

Being wealthy is not a requirement for creating an estate plan. Neither is being old, retired, having a family or owning a lot of assets. If you are a Millennial, and you haven’t started estate planning, here’s how to get...

Wednesday, October 3, 2018

Yerba Buena Financial Partners (YBFP) understands the very human phenomena of “money” trepidation. Money is personal and talking about it is uncomfortable. It is no wonder people are overwhelmed when choosing a professional...

Wednesday, September 19, 2018

You could call it reciprocal personal finance mentoring Since millennials (men and women age 22 to 37) are just getting started managing their money and launching their careers, many of their boomer parents are giving them financial...

Monday, July 2, 2018

The majority of Americans won’t move elsewhere for their retirement. But some places are better to stay in than others. Miami? For most aging Americans, there is no place like home. Sure, some people plan to spend their...