Building a Better Personal Network In Chino

Building a Better Personal Network In Chino

We work a great deal with asset sheets and financial numbers for our Chino clients. We’re always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the Chino families and people we serve. But what...
Training Your Heart For Good Financial Stewardship In Chino

Training Your Heart For Good Financial Stewardship In Chino

Working with my Chino clients’ finances over the years has given me a bit of a crash course in human behavior. Often, I’m floored by the generosity I see displayed by many clients — even those without significant means. Other times … well, I...
A Basic Mid-Year Tax Planning Method for Chino Taxpayers

A Basic Mid-Year Tax Planning Method for Chino Taxpayers

Well, we are right in the thick of summer. It’s hot. It’s also tempting to just sit back and hit the cruise control for the next 6 weeks or so, and do nothing different, make no changes, plan no plans. Like many, you’re probably averting your eyes...
Smart Planning for Financial Independence in Chino

Smart Planning for Financial Independence in Chino

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I’d like to speak some encouragement to you. A few people in Chino wrote me saying that they were feeling pretty...
Four Keys to Achieving Financial Freedom by Karen Spencer

Four Keys to Achieving Financial Freedom by Karen Spencer

I truly hope you enjoyed your Independence Day festivities. Perhaps you’re still enjoying them? Interestingly, did you know that the Declaration of Independence was actually approved on July 2nd, and most of the delegates didn’t sign it until August 2nd?...