A recent financial literacy study from Investopedia shows Generation X (or Gen X) is invested in—and concerned about—retirement. Currently between 44 and 59 years old in 2024, Gen Xers recognize that it’s time to get serious about retirement savings. The study showed the top 3 worries for Gen Xers are retirement (21%), followed by [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 so-called “sandwich generation” is squished between their aging parents and adult children, like a piece of lettuce. That’s how some are now referring to Gen Xers (born roughly between 1965 and 1980). Between work demands, running a home, and responsibilities to both your parents and your children, midlife is often a time of [Read More]
Are you one of the many accomplished solo women out there, thriving and conquering life on your own terms? Navigating the financial landscape on your own can feel daunting, but with a tailored approach, it also leads to exciting opportunities. “Solo” may include women with or without children, widows, divorcees, and women who’ve never [Read More]
If someone asked you if your advisor is a true fiduciary, putting your interest above all else, do you know the real answer? Try asking that question to people you care about, and you might be surprised how many people don't know. Despite the marketing messages, not all financial advice providers hold themselves to [Read More]
Gray hair. Fine lines. A stubborn case of tendonitis. Besides the physical signs, there are other tells of middle age. For one, it might feel like someone has gone and pushed the fast forward button. Midlife (ranging broadly from your mid-40s through your early 60s) is an emotional, philosophical, and financial whirlwind of tasks [Read More]
Over 50 and living solo, maybe for the first time in decades? If this is you, you’re not alone. The number of older Americans living alone is growing rapidly, fueled in part by another rising trend: gray divorce. Gray divorce (or silver splitting) refers to the increasing divorce rate among older couples in long-lasting [Read More]
When two of the Bay Area’s largest banks fail within a few months of each other, people take notice. Stories of Silicon Valley Bank (SVB) and First Republic Bank collapsing shook the financial world, along with investor confidence. Both of the forced closures drew superlatives like “second-largest in history” and “largest since 2008”. Much [Read More]
Calling the shots, forging your own path, limitless earning potential—these are the unique joys of being a business owner. But what about the challenges? When you’re laser-focused on business growth (and all the spinning plates that go along with it) personal wealth management may fall to the back burner. As financial advisors to many [Read More]
With organizations like Silicon Valley Bank and First Republic collapsing, their wealth management divisions will likely struggle, if not disappear, either by force or by talent flight. Smaller, longstanding wealth management firms will likely end up being more reliable. And, some boutique players also have business models that are fully aligned with their clients, [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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