Privacy

Financial Planners Pasadena CA takes your privacy seriously. This privacy policy describes what personal information we collect and how we use it. Financial Planners in Pasadena CARoutine Information Collection All web servers track basic information about their visitors. This information includes, but is not limited to, IP addresses, browser details, timestamps and referring pages. None [...]

Financial Planning Reading List

The Pasadena Financial Planner has written extensively about personal financial planning and investment management on a variety of websites. When I work with clients to develop their customized lifetime financial and investment plans, they often ask what they should read to improve their financial literacy. This article provides a list of recommended reading from among [...]

Living Expense Tracking Methods

Many people do not track their living expenses and do not understand the magnitude of their consumption. Failure to monitor your consumption expenditures means that they are flying blindly regarding their future finances. If you do not understand how much you spend and how much you are saving and investing, you simply do not have [...]

Your Family Financial Planning

10 Financial Planning Steps in the Right Direction Families need an objective financial planning process. In addition, they need to be in control — whether or not they have a family financial planning consultant. With a well-designed and personal financial plan, you can optimize your financial affairs over your lifetime. You can greatly reduce the [...]

Your Family Financial Planning Process

<<< Go Back to Part 1 (Steps 1 to 5) — Family Financial Planning Pasadena To find an in depth article for each step, just click on the “Pasadena Financial Planners Sitemap” link at the top of this page and look for the articles numbered from 6 to 10. Note that you can reach us [...]

Independent Investment Counselors and Financial Advisors

Step 10 of 10 Personal Financial Planning Steps in the Right Direction Pick financial advisers and investment advisers solely to obtain objective and high quality financial advice. Specific financial counsel and investment counsel is potentially of high quality, only if it is carefully customized to your particular needs and only if it is given by [...]

Efficiency of Personal Investing Strategies

Step 9 of 10 Personal Financial Planning Steps in the Right Direction This is one of the “10 Steps in the Right Direction” that make up the Pasadena Financial Planner‘s personal financial planning and personal investment management process. For a summary of these ten steps, see “Your Family Financial Planning.” To find an in-depth article [...]

Insurance Risk Management

Step 8 of 10 Personal Financial Planning Steps in the Right Direction This is one of the “10 Steps in the Right Direction” that make up The Pasadena Financial Planner‘s personal financial planning and personal investment management process. For a summary of these ten steps, see “Your Family Financial Planning.” To find an in-depth article [...]

Asset Allocation, Investment Asset Tax Location, and Emergency Cash Management

This article discusses personal investment portfolio asset allocation and some considerations about where to hold different classes of financial assets from the standpoint of more optimal taxation. As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” [...]

Investment Management Fees

Step 7 of 10 Personal Financial Planning Steps in the Right Direction This is one of the “10 Steps in the Right Direction” that make up The Pasadena Financial Planner‘s personal financial planning and personal investment management process. For a summary of these ten steps, see “Your Family Financial Planning.” To find an in-depth article [...]

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