Monthly Archives: May 2012
New Financial Literacy Resources added to our Website
After the first-ever White House Summit on Financial Literacy, the White House launched a Commitment to Promote Financial Empowerment, and a subsequent new website called “Money As You Grow”. This new website highlights 20 money lessons for children, broken into … Continue reading
In the Washington Post Business section, Brooke contributes with some advice for marital couples and their finances.
2012 05 AP Wash Post Art. Newlyweds Take Heed. 7 Steps to steer clear of marital money troubles
A recent article in Pacific Coast Business Times. Brooke addresses Estate Planning and the difference a day can make.
SalviniFinancial PCBT article
PFP State Commitee Members Meet in Napa, CA
This was a photo from a recent gathering of PFP’s from our State Commitee within CalCPA. A true meeting of minds to expand knowledge and improve the process for current and potential PFP’s.
For business owners with company 401K Plans
Yesterday the Department of Labor issued helpful guidance on the new fee disclosure requirements set to start this summer. I’m sure your Third Party Administrator will be handling this for you but as Trustee and Fiduciary of your company plan … Continue reading
