June 2020 – Family Financial Education (Part 2)

Hello OCWC’er!   As I mentioned last week, we are looking at how to approach difficult conversations this month. Here is what we have learned from the hundreds of tough conversations we’ve had:   • Relationship.   Of course, it helps to have a relationship with them. Someone is more likely to listen when they know…

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June 2020 – Family Financial Education (Part 1)

Hello OCWC’er! —- This month’s theme of “Family Financial Education” could probably be every month’s theme for the rest of my life. In the past, we’ve talked about some technical situations, but we are going to switch gears a bit and take a look at having tough financial conversations, as it relates heavily to the…

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OCWC Coaching – May 2020 – Investing in Your “Future” Self

Hello OCWC’er! May’s coaching theme is “Investing in Yourself”, but I’m going to add the word “Future” in there since it’s incredibly timely. Enjoy this month’s reading! —- These past few weeks have been chalked full of lessons. Lessons about family, exponential curves, and even lines for toilet paper. But one of the things that…

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Should you act on the CARES Act?

The CARES Act introduced some changes to loans, withdrawals, and Required Minimum Distributions (RMDs) which leaves a lot to be sorted through. There are 3 main topics that pertain to retirement accounts. Are there any changes that should impact your planning or offer an advantage? We will take a closer look. The waiver of Required Minimum Distributions (RMDs)…

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October 2017 – Medical Insurance and Employee Benefits

Would you rather have gold, silver, or bronze? Although most of us know where we’d prefer to stand on the podium for a medal ceremony (Michael Phelps comes to mind as perhaps having that ability), a selection of medical insurance isn’t always quite as straight-forward. Let’s “dive” in and “freestyle” our way through this topic!…

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Equifax Breach

Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this year. The compromised information included names, addresses, Social Security numbers, and dates of birth. In some instances, driver’s license numbers, credit…

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September 2017 – Life Insurance

Would Batman need life insurance? September’s theme of “Life Insurance” is aiming to separate the different facets to ponder about life insurance.  It’s a topic that we shouldn’t wait until our “spidey-sense” tingles or we get “Bamm Bamm’ed” over the head before thinking about it. Hopefully this information will provide you somewhere between “Alohomora” and “Bombarda Maxima” type wisdom.…

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August 2017 – Investment & Risk Analysis

August’s theme of “Investment & Risk Analysis” is going to take a “swing” at how to “approach” making our own dynamic investment philosophy. I get to talk about two of my favorite topics by taking a “birdie’s eye view” of an area that is often “double bogeyed”. Enjoy this month’s OC Wealth Coach reading! Hello, Last month’s newsletter struck a chord…

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July 2017 – Estate Planning

July’s theme of “Estate Planning” will hopefully either feel like a stroll in the park with an old friend or being in the “front row” of a Radiohead concert with your pals. In either case, now’s the time to examine our relationships and put some ink on some paper. Enjoy this month’s OC Wealth Coach…

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June 2017 – Financial Education

Hello! ¿Cómo fue el mes pasado? (How did last month go? *I think*) For me, I gave a pitiful, but seemingly valiant, attempt at Duolingo and got quite a few of the cobwebs off since high school Spanish class. I’ll refrain from agreeing to post my laughable 16% fluency on my LinkedIn profile that the app…

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