We wanted to reach out to you given the recent volatility in the stock market. We understand that it is natural to feel uneasy when there are significant market fluctuations, especially when it seems like “this time is different” but we want to reinforce why staying invested is crucial for your long-term financial success. [Read More]
Building financial security is a priority for many women, yet their financial planning needs often come with unique challenges. Women’s financial journeys are shaped by distinct factors that can influence their savings, investments, and long-term goals. Addressing these concerns with proactive and comprehensive wealth management can make all the difference in achieving financial success. [Read More]
Tax planning can feel overwhelming, but ignoring it could cost you. With the right approach, planning ahead can lead to significant savings—though it requires strategy and foresight. Start planning now to avoid common tax mistakes and keep more of what you earn. Here are eleven actionable tips to help you get started. Major tax [Read More]
Everyone thinks elder financial abuse could never happen to their family—until it does. Just look at Alfred Mancinelli. The 79-year-old gave almost $1 million in retirement savings to various con-artists, including one posing as a professional wrestler named Alexis Bliss. Convinced he was in a romantic relationship with Ms. Bliss, Mancinelli refused to listen [Read More]
Money issues are among the top three causes for divorce, with 22% citing it as the main reason. But finances could also be keeping couples together. For one, the process is expensive—the average divorce costs $15,000 per person. For complicated splits involving custody disputes, expenses can easily tick up to $100,000. On top of [Read More]
Ending a marriage is not cheap. Even the most amicable divorce can sap your finances if you’re not careful—especially if you happen to be female. In divorces among people over 50, women experienced a 45% decline in their standard of living (measured by an income-to-needs ratio), whereas men’s dropped by just 21%. For accomplished [Read More]
Connection through cohousing Imagine if, rather than barely knowing your neighbors, you run into them every day as you cross the courtyard. You share tools, trade garden vegetables, maybe attend the same workout class. This is the idea behind cohousing. While the traditional home search focuses on finding the right space and hoping for [Read More]
Intergenerational living is on the rise, and some say it could be the key to aging gracefully. According to census data, the number of people living with multiple generations quadrupled between 1971 and 2021, to 59.7 million. For many of them, the intergenerational arrangement saves money and improves their quality of life. Some experts [Read More]
The U.S. population is aging. By 2034, all baby boomers will be older than 70 and older adults will outnumber children for the first time in U.S. history, according to Census data. With age comes a greater risk for chronic diseases and conditions—yet most adults are not facing this reality head-on. People tend to [Read More]
If you think your tax bill is too high, you’re not alone. Two-thirds of Americans feel like they spend too much on federal taxes—and that’s before tacking on property or state taxes. What if you could avoid some of the pains of tax season? From tax-deferred investing to charitable deductions and income deferrals, Americans [Read More]
The Advisory Group of San Francisco celebrates over 20 years of helping our clients secure their financial independence. As a pioneer in the industry, we are one of the first independent fee-only financial advice firms in the U.S. We’ve been true fiduciaries since the beginning.
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ALL RIGHTS RESERVED.
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