Category Archive for: Estate Planning

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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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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