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Insurance Primer- What to do when you get near retirement!

It’s not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees.

Published May 5, 2025
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An August Letter to Clients: 9 Tips on Purchasing and Financing Your New Home

We provide a checklist of items you may want to consider when making a home purchase.

Published April 10, 2025
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Are You Ready For One To Graduate And Another One To Follow? Tips For The Next One To Go Off To College

We discuss several steps you can take to help ease the financial burden of a college education.

Published April 10, 2025
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Protecting Yourself from Scams!

Tips to protect yourself from becoming the next online story.

Published March 31, 2025
Categorized as Louie Valdez of Thousand Oaks

9 Tips on Purchasing and Financing Your New Home

This article provides insight to how to obtain an mortage or refinance an exisiting mortgage.

Published March 22, 2025
Categorized as Louie Valdez of Thousand Oaks

Recent Posts

  • Insurance Primer- What to do when you get near retirement!
  • An August Letter to Clients: 9 Tips on Purchasing and Financing Your New Home
  • Are You Ready For One To Graduate And Another One To Follow? Tips For The Next One To Go Off To College
  • Protecting Yourself from Scams!
  • 9 Tips on Purchasing and Financing Your New Home

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