November 2014 – Client Appreciation Event

Client Appreciation Event I had a wonderful time with my clients and their families who supported me with referrals through the past year.  We enjoyed a great lunch at Mimi's Café in San Bernardino.  I'm sorry some of you weren't able to attend, I missed you! Thank you so much for your trust and continued support.  I look forward to serving you, your family, and friends in...

How Much Money Should You Spend On Your Kids This Christmas?

How Much Money Should You Spend? Things to Consider: Ask yourself the following questions to get some perspective on this year’s Christmas. What do our kids already have? (Think: toys, books, clothes and gadgets) How many people will probably give them more? (Think: grandparents and other extended family) What do they need? (Think: clothes, educational toys or books) What do they want?...

6 Expenses You Are Probably Overspending On

Christmas Clutter 6 Expenses You are Probably Overspending On During Christmas, a lot of us will look for any excuse possible to justify overspending. That 60-inch television? It was 20% off! And my eyes are bad! The $200 LED lighted tree? My kids really wanted it. And our other tree is three years old! The daily $5 peppermint mocha? It’s Christmas, and it’s peppermint! I have...

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